Jones Financial Companies’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Jones Financial Companies’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	$100K	Buy	+2,300	New	+$99.6K	﹤0.01%	2854

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

Jones Financial Companies's UTEN Position: Q2 2026 in Review

Jones Financial Companies opened a new position in US Treasury 10 Year Note ETF (UTEN) in Q2 2026: 2,300 shares worth $100K. The stake represents ﹤0.01% of the portfolio and ranks #2854 among its holdings.

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

Jones Financial Companies held 2,300 shares of US Treasury 10 Year Note ETF worth $100K as of Q2 2026.
US Treasury 10 Year Note ETF was a new Jones Financial Companies position in Q2 2026.
US Treasury 10 Year Note ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2854 holding.
54 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.