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
Q3 		$5.07M Sell
125,349
-67,293
-35% -$2.84M ﹤0.01% 2822
2026
Q2 		$8.32M Sell
192,642
-27,367
-12% -$1.19M ﹤0.01% 2315
2026
Q1 		$9.6M 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

L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Crew Capital Management
Crew Capital Management Cincinnati, Ohio $190M AUM 29.9% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
BCS Private Wealth Management
BCS Private Wealth Management Rumson, New Jersey $366M AUM 18.54% 1-Year Est. Return

LPL Financial's UTEN Position: Q3 2026 in Review

LPL Financial reduced its US Treasury 10 Year Note ETF (UTEN) stake by 35% in Q3 2026, selling an estimated $2.84M and leaving 125,349 shares worth $5.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2822.

LPL Financial first reported a position in UTEN in Q3 2023 and has held it in 13 quarters since. The position peaked at $9.6M in Q1 2026. 23 funds tracked by Wall St. Rank hold UTEN as of Q3 2026.

  • LPL Financial held 125,349 shares of US Treasury 10 Year Note ETF worth $5.07M as of Q3 2026.
  • LPL Financial sold 67,293 US Treasury 10 Year Note ETF shares in Q3 2026, an estimated $2.84M.
  • US Treasury 10 Year Note ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2822 holding.
  • LPL Financial first reported a position in US Treasury 10 Year Note ETF in Q3 2023 and has held it in 13 quarters since.
  • LPL Financial's US Treasury 10 Year Note ETF position peaked at $9.6M in Q1 2026.
  • 23 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.