LPL Financial
UTEN icon

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

LPL Financial’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 		$8.32M Sell
192,642
-27,367
-12% -$1.19M ﹤0.01% 2315
2026
Q1 		$9.59M Buy
220,009
+17,595
+9% +$775K ﹤0.01% 2034
2025
Q4 		$8.92M Buy
202,414
+35,143
+21% +$1.56M ﹤0.01% 2034
2025
Q3 		$7.4M Sell
167,271
-7,558
-4% -$331K ﹤0.01% 2155
2025
Q2 		$7.68M Buy
174,829
+9,800
+6% +$425K ﹤0.01% 1959
2025
Q1 		$7.25M Buy
165,029
+32,349
+24% +$1.39M ﹤0.01% 1846
2024
Q4 		$5.65M Sell
132,680
-33,059
-20% -$1.44M ﹤0.01% 1983
2024
Q3 		$7.53M Buy
165,739
+29,245
+21% +$1.31M ﹤0.01% 1681
2024
Q2 		$5.93M Buy
136,494
+11,546
+9% +$498K ﹤0.01% 1730
2024
Q1 		$5.5M Sell
124,948
-2,767
-2% -$122K ﹤0.01% 1706
2023
Q4 		$5.76M Buy
127,715
+120,133
+1,584% +$5.19M ﹤0.01% 1601
2023
Q3 		$325K Buy
+7,582
New +$336K ﹤0.01% 3844

Other funds holding UTEN

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
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Commonwealth Equity Services
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
CCM
Crew Capital Management Cincinnati, Ohio $183M AUM 37.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

LPL Financial's UTEN Position: Q2 2026 in Review

LPL Financial reduced its US Treasury 10 Year Note ETF (UTEN) stake by 12% in Q2 2026, selling an estimated $1.19M and leaving 192,642 shares worth $8.32M. The position accounts for ﹤0.01% of the portfolio, ranked #2315.

LPL Financial first reported a position in UTEN in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.59M in Q1 2026. 33 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

  • LPL Financial held 192,642 shares of US Treasury 10 Year Note ETF worth $8.32M as of Q2 2026.
  • LPL Financial sold 27,367 US Treasury 10 Year Note ETF shares in Q2 2026, an estimated $1.19M.
  • US Treasury 10 Year Note ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2315 holding.
  • LPL Financial first reported a position in US Treasury 10 Year Note ETF in Q3 2023 and has held it in 12 quarters since.
  • LPL Financial's US Treasury 10 Year Note ETF position peaked at $9.59M in Q1 2026.
  • 33 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.