HighRoad Wealth Advisors’s US Treasury 10 Year Note ETF UTEN Stock Holding History

HighRoad Wealth Advisors’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 Q3	$432K	Buy	+10,665	New	+$450K	0.36%	31

Other funds holding UTEN

SWM

Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

HighRoad Wealth Advisors's UTEN Position: Q3 2026 in Review

HighRoad Wealth Advisors opened a new position in US Treasury 10 Year Note ETF (UTEN) in Q3 2026: 10,665 shares worth $432K. The stake represents 0.36% of the portfolio and ranks #31 among its holdings.

4 funds tracked by Wall St. Rank hold UTEN as of Q3 2026.

HighRoad Wealth Advisors held 10,665 shares of US Treasury 10 Year Note ETF worth $432K as of Q3 2026.
US Treasury 10 Year Note ETF was a new HighRoad Wealth Advisors position in Q3 2026.
US Treasury 10 Year Note ETF made up 0.36% of HighRoad Wealth Advisors's portfolio in Q3 2026, its #31 holding.
4 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q3 2026.

Based on HighRoad Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.