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Kraft Davis & Associates’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Kraft Davis & Associates’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
2025
Q3 		– Sell
-36,486
Closed -$1.58M – 151
2025
Q2 		$1.58M Sell
36,486
-24,476
-40% -$1.06M 0.43% 48
2025
Q1 		$2.64M Buy
60,962
+36,680
+151% +$1.58M 0.85% 33
2024
Q4 		$1.03M Sell
24,282
-19,896
-45% -$868K 0.29% 51
2024
Q3 		$1.93M Buy
44,178
+609
+1% +$27.3K 0.57% 44
2024
Q2 		$1.92M Buy
+43,569
New +$1.88M 0.58% 42

Other funds holding UTEN

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Kraft Davis & Associates's UTEN Position: Q3 2025 in Review

Kraft Davis & Associates sold out of US Treasury 10 Year Note ETF (UTEN) in Q3 2025, closing a stake of 36,486 shares — an estimated $1.58M sold.

Kraft Davis & Associates first reported a position in UTEN in Q2 2024 and held it in 5 quarters. The position peaked at $2.64M in Q1 2025. 39 funds tracked by Wall St. Rank hold UTEN as of Q3 2025.

  • Kraft Davis & Associates reported no remaining US Treasury 10 Year Note ETF position as of Q3 2025 after selling out during the quarter.
  • Kraft Davis & Associates sold 36,486 US Treasury 10 Year Note ETF shares in Q3 2025, an estimated $1.58M.
  • Kraft Davis & Associates first reported a position in US Treasury 10 Year Note ETF in Q2 2024 and held it in 5 quarters.
  • Kraft Davis & Associates's US Treasury 10 Year Note ETF position peaked at $2.64M in Q1 2025.
  • 39 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q3 2025.

Based on Kraft Davis & Associates's 13F filing for Q3 2025, filed 5 Nov 2025.