FWM
Foguth Wealth Management’s US Treasury 10 Year Note ETF UTEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.15M | Sell |
117,276
-85,285
| -42% | -$3.74M | 1.1% | 28 |
|
|
2025
Q1 | $8.89M | Sell |
202,561
-678
| -0.3% | -$29.8K | 2.16% | 13 |
|
|
2024
Q4 | $8.64M | Buy |
203,239
+83,709
| +70% | +$3.56M | 2.26% | 12 |
|
|
2024
Q3 | $5.32M | Sell |
119,530
-75,845
| -39% | -$3.38M | 1.93% | 16 |
|
|
2024
Q2 | $8.49M | Buy |
195,375
+55,900
| +40% | +$2.43M | 3.74% | 6 |
|
|
2024
Q1 | $6.14M | Buy |
+139,475
| New | +$6.14M | 3.29% | 4 |
|