L.J. Altfest & Co’s US Treasury 10 Year Note ETF UTEN Stock Holding History

L.J. Altfest & Co’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	$35.9M	Buy	831,674 +10,519	+1%	+$456K	3.48%	6
2026 Q1	$35.8M	Sell	821,155 -181,113	-18%	-$7.98M	3.83%	5
2025 Q4	$44.2M	Buy	1,002,268 +33,487	+3%	+$1.49M	4.83%	2
2025 Q3	$42.8M	Sell	968,781 -89,879	-8%	-$3.93M	4.78%	2
2025 Q2	$46.5M	Buy	1,058,660 +413,272	+64%	+$17.9M	5.48%	1
2025 Q1	$28.3M	Buy	645,388 +188,692	+41%	+$8.13M	3.55%	4
2024 Q4	$19.4M	Sell	456,696 -91	-0%	-$3.97K	2.48%	9
2024 Q3	$20.8M	Buy	456,787 +222,900	+95%	+$9.99M	2.76%	7
2024 Q2	$10.2M	Buy	233,887 +7,753	+3%	+$334K	1.39%	22
2024 Q1	$9.96M	Buy	226,134 +47,491	+27%	+$2.1M	1.41%	20
2023 Q4	$8.05M	Sell	178,643 -42,181	-19%	-$1.82M	1.17%	23
2023 Q3	$9.47M	Buy	220,824 +6,216	+3%	+$275K	1.49%	16
2023 Q2	$9.77M	Buy	214,608 +5,442	+3%	+$252K	1.47%	20
2023 Q1	$9.8M	Buy	+209,166	New	+$9.66M	1.54%	16

Other funds holding UTEN

Equitable Holdings New York $16.7B AUM 24.23% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

L.J. Altfest & Co's UTEN Position: Q2 2026 in Review

L.J. Altfest & Co increased its US Treasury 10 Year Note ETF (UTEN) stake by 1.3% in Q2 2026, buying an estimated $456K and bringing the position to 831,674 shares worth $35.9M. The position accounts for 3.48% of the portfolio, ranked #6.

L.J. Altfest & Co first reported a position in UTEN in Q1 2023 and has held it in 14 quarters since. The position peaked at $46.5M in Q2 2025. 54 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

L.J. Altfest & Co held 831,674 shares of US Treasury 10 Year Note ETF worth $35.9M as of Q2 2026.
L.J. Altfest & Co bought 10,519 US Treasury 10 Year Note ETF shares in Q2 2026, an estimated $456K.
US Treasury 10 Year Note ETF made up 3.48% of L.J. Altfest & Co's portfolio in Q2 2026, its #6 holding.
L.J. Altfest & Co first reported a position in US Treasury 10 Year Note ETF in Q1 2023 and has held it in 14 quarters since.
L.J. Altfest & Co's US Treasury 10 Year Note ETF position peaked at $46.5M in Q2 2025.
54 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.