Morgan Stanley’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Morgan Stanley’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	$20.2M	Sell	468,060 -70,247	-13%	-$3.04M	﹤0.01%	3083
2026 Q1	$23.5M	Buy	538,307 +168,193	+45%	+$7.41M	﹤0.01%	2803
2025 Q4	$16.3M	Buy	370,114 +35,042	+10%	+$1.56M	﹤0.01%	3124
2025 Q3	$14.8M	Buy	335,072 +44,383	+15%	+$1.94M	﹤0.01%	3174
2025 Q2	$12.8M	Buy	290,689 +32,944	+13%	+$1.43M	﹤0.01%	3216
2025 Q1	$11.3M	Buy	257,745 +93,690	+57%	+$4.04M	﹤0.01%	3227
2024 Q4	$6.99M	Buy	164,055 +21,024	+15%	+$918K	﹤0.01%	3703
2024 Q3	$6.5M	Buy	143,031 +142,694	+42,342%	+$6.4M	﹤0.01%	3759
2024 Q2	$14.6K	Buy	337 +336	+33,600%	+$14.5K	﹤0.01%	6558
2024 Q1	$51	Hold	1	–	–	﹤0.01%	7479
2023 Q4	$64	Buy	+1	New	+$43	﹤0.01%	7417

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

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

AWM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley's UTEN Position: Q2 2026 in Review

Morgan Stanley reduced its US Treasury 10 Year Note ETF (UTEN) stake by 13% in Q2 2026, selling an estimated $3.04M and leaving 468,060 shares worth $20.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3083.

Morgan Stanley first reported a position in UTEN in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.5M in Q1 2026. 53 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

Morgan Stanley held 468,060 shares of US Treasury 10 Year Note ETF worth $20.2M as of Q2 2026.
Morgan Stanley sold 70,247 US Treasury 10 Year Note ETF shares in Q2 2026, an estimated $3.04M.
US Treasury 10 Year Note ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3083 holding.
Morgan Stanley first reported a position in US Treasury 10 Year Note ETF in Q4 2023 and has held it in 11 quarters since.
Morgan Stanley's US Treasury 10 Year Note ETF position peaked at $23.5M in Q1 2026.
53 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.