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

MidWestOne Financial Group’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
2025
Q4 		$1.1M Sell
25,050
-140,465
-85% -$6.23M 0.12% 151
2025
Q3 		$7.32M Buy
165,515
+15,242
+10% +$667K 0.89% 15
2025
Q2 		$6.6M Buy
+150,273
New +$6.52M 0.86% 16

Other funds holding UTEN

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MidWestOne Financial Group's UTEN Position: Q4 2025 in Review

MidWestOne Financial Group reduced its US Treasury 10 Year Note ETF (UTEN) stake by 85% in Q4 2025, selling an estimated $6.23M and leaving 25,050 shares worth $1.1M. The position accounts for 0.12% of the portfolio, ranked #151.

MidWestOne Financial Group first reported a position in UTEN in Q2 2025 and has held it in 3 quarters since. The position peaked at $7.32M in Q3 2025. 47 funds tracked by Wall St. Rank hold UTEN as of Q4 2025.

  • MidWestOne Financial Group held 25,050 shares of US Treasury 10 Year Note ETF worth $1.1M as of Q4 2025.
  • MidWestOne Financial Group sold 140,465 US Treasury 10 Year Note ETF shares in Q4 2025, an estimated $6.23M.
  • US Treasury 10 Year Note ETF made up 0.12% of MidWestOne Financial Group's portfolio in Q4 2025, its #151 holding.
  • MidWestOne Financial Group first reported a position in US Treasury 10 Year Note ETF in Q2 2025 and has held it in 3 quarters since.
  • MidWestOne Financial Group's US Treasury 10 Year Note ETF position peaked at $7.32M in Q3 2025.
  • 47 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.