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 Q2	$214K	Sell	4,953 -1,398	-22%	-$60.5K	﹤0.01%	988
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

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

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Laird Norton Wetherby Trust Company's UTEN Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its US Treasury 10 Year Note ETF (UTEN) stake by 22% in Q2 2026, selling an estimated $60.5K and leaving 4,953 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Laird Norton Wetherby Trust Company first reported a position in UTEN in Q3 2023 and has held it in 4 quarters since. The position peaked at $407K in Q3 2023. 53 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

Laird Norton Wetherby Trust Company held 4,953 shares of US Treasury 10 Year Note ETF worth $214K as of Q2 2026.
Laird Norton Wetherby Trust Company sold 1,398 US Treasury 10 Year Note ETF shares in Q2 2026, an estimated $60.5K.
US Treasury 10 Year Note ETF made up ﹤0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #988 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 4 quarters since.
Laird Norton Wetherby Trust Company's US Treasury 10 Year Note ETF position peaked at $407K in Q3 2023.
53 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.