Foguth Wealth Management’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Foguth Wealth Management’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 Q2	$1.06M	Sell	24,840 -46,889	-65%	-$2.03M	0.12%	82
2026 Q1	$3.1M	Sell	71,729 -33,659	-32%	-$1.48M	0.36%	56
2025 Q4	$4.64M	Buy	+105,388	New	+$4.68M	0.72%	48
2025 Q2	$5.15M	Sell	117,276 -85,285	-42%	-$3.7M	1.1%	28
2025 Q1	$8.89M	Sell	202,561 -678	-0.3%	-$29.2K	2.16%	13
2024 Q4	$8.64M	Buy	203,239 +83,709	+70%	+$3.65M	2.26%	12
2024 Q3	$5.32M	Sell	119,530 -75,845	-39%	-$3.4M	1.93%	16
2024 Q2	$8.49M	Buy	195,375 +55,900	+40%	+$2.41M	3.74%	6
2024 Q1	$6.14M	Buy	+139,475	New	+$6.16M	3.29%	4

Other funds holding UTEN

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

WCAMG

Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Foguth Wealth Management's UTEN Position: Q2 2026 in Review

Foguth Wealth Management reduced its US Treasury 10 Year Note ETF (UTEN) stake by 65% in Q2 2026, selling an estimated $2.03M and leaving 24,840 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #82.

Foguth Wealth Management first reported a position in UTEN in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.89M in Q1 2025. 54 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

Foguth Wealth Management held 24,840 shares of US Treasury 10 Year Note ETF worth $1.06M as of Q2 2026.
Foguth Wealth Management sold 46,889 US Treasury 10 Year Note ETF shares in Q2 2026, an estimated $2.03M.
US Treasury 10 Year Note ETF made up 0.12% of Foguth Wealth Management's portfolio in Q2 2026, its #82 holding.
Foguth Wealth Management first reported a position in US Treasury 10 Year Note ETF in Q1 2024 and has held it in 9 quarters since.
Foguth Wealth Management's US Treasury 10 Year Note ETF position peaked at $8.89M in Q1 2025.
54 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.