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Laird Norton Wetherby Trust Company’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Laird Norton Wetherby Trust Company’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
Q1 		$277K Sell
6,351
-1,025
-14% -$45.2K 0.01% 888
2025
Q4 		$325K Buy
+7,376
New +$327K 0.01% 858
2023
Q4 		– Sell
-9,500
Closed -$407K – 146
2023
Q3 		$407K Buy
+9,500
New +$421K 0.05% 75

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WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

Laird Norton Wetherby Trust Company's UTEN Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its US Treasury 10 Year Note ETF (UTEN) stake by 14% in Q1 2026, selling an estimated $45.2K and leaving 6,351 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #888.

Laird Norton Wetherby Trust Company first reported a position in UTEN in Q3 2023 and has held it in 3 quarters since. The position peaked at $407K in Q3 2023. 51 funds tracked by Wall St. Rank hold UTEN as of Q1 2026.

  • Laird Norton Wetherby Trust Company held 6,351 shares of US Treasury 10 Year Note ETF worth $277K as of Q1 2026.
  • Laird Norton Wetherby Trust Company sold 1,025 US Treasury 10 Year Note ETF shares in Q1 2026, an estimated $45.2K.
  • US Treasury 10 Year Note ETF made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #888 holding.
  • Laird Norton Wetherby Trust Company first reported a position in US Treasury 10 Year Note ETF in Q3 2023 and has held it in 3 quarters since.
  • Laird Norton Wetherby Trust Company's US Treasury 10 Year Note ETF position peaked at $407K in Q3 2023.
  • 51 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.