Fidelity Investments
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Fidelity Investments’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Fidelity Investments’s Portfolio UTEN Stock Details UTEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-277
Closed -$12.2K – 5572
2025
Q4 		$12.2K Buy
+277
New +$12.3K ﹤0.01% 4665
2025
Q1 		– Sell
-1
Closed -$43 – 5696
2024
Q4 		$43 Sell
1
-25
-96% -$1.09K ﹤0.01% 5215
2024
Q3 		$1.18K Buy
+26
New +$1.17K ﹤0.01% 4884

Other funds holding UTEN

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM

Fidelity Investments's UTEN Position: Q1 2026 in Review

Fidelity Investments sold out of US Treasury 10 Year Note ETF (UTEN) in Q1 2026, closing a stake of 277 shares — an estimated $12.2K sold.

Fidelity Investments first reported a position in UTEN in Q3 2024 and held it in 3 quarters. The position peaked at $12.2K in Q4 2025. 51 funds tracked by Wall St. Rank hold UTEN as of Q1 2026.

  • Fidelity Investments reported no remaining US Treasury 10 Year Note ETF position as of Q1 2026 after selling out during the quarter.
  • Fidelity Investments sold 277 US Treasury 10 Year Note ETF shares in Q1 2026, an estimated $12.2K.
  • Fidelity Investments first reported a position in US Treasury 10 Year Note ETF in Q3 2024 and held it in 3 quarters.
  • Fidelity Investments's US Treasury 10 Year Note ETF position peaked at $12.2K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.