Integrated Wealth Concepts’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Integrated Wealth Concepts’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	$42.6K	Buy	+987	New	+$42.7K	﹤0.01%	3489

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

Integrated Wealth Concepts's UTEN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in US Treasury 10 Year Note ETF (UTEN) in Q2 2026: 987 shares worth $42.6K. The stake represents ﹤0.01% of the portfolio and ranks #3489 among its holdings.

54 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

Integrated Wealth Concepts held 987 shares of US Treasury 10 Year Note ETF worth $42.6K as of Q2 2026.
US Treasury 10 Year Note ETF was a new Integrated Wealth Concepts position in Q2 2026.
US Treasury 10 Year Note ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3489 holding.
54 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.