NewEdge Advisors’s US Treasury 10 Year Note ETF UTEN Stock Holding History

NewEdge Advisors’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 Q1	$1.52M	Sell	34,925 -1,660	-5%	-$73.1K	0.01%	1242
2025 Q4	$1.61M	Buy	36,585 +1,743	+5%	+$77.4K	0.01%	1186
2025 Q3	$1.54M	Sell	34,842 -52,328	-60%	-$2.29M	0.01%	1150
2025 Q2	$3.83M	Buy	87,170 +2,704	+3%	+$117K	0.02%	672
2025 Q1	$3.71M	Buy	84,466 +45,642	+118%	+$1.97M	0.02%	612
2024 Q4	$1.65M	Buy	38,824 +30,884	+389%	+$1.35M	0.01%	914
2024 Q3	$361K	Buy	7,940 +2,278	+40%	+$102K	﹤0.01%	1675
2024 Q2	$246K	Buy	+5,662	New	+$244K	﹤0.01%	1815
2024 Q1	–	Sell	-217	Closed	-$9.78K	–	3962
2023 Q4	$9.78K	Buy	+217	New	+$9.38K	﹤0.01%	2852

Other funds holding UTEN

Equitable Holdings New York $15.5B AUM 19.09% 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 $1.66T AUM 25.57% 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 $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

NewEdge Advisors's UTEN Position: Q1 2026 in Review

NewEdge Advisors reduced its US Treasury 10 Year Note ETF (UTEN) stake by 4.5% in Q1 2026, selling an estimated $73.1K and leaving 34,925 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #1242.

NewEdge Advisors first reported a position in UTEN in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.83M in Q2 2025. 51 funds tracked by Wall St. Rank hold UTEN as of Q1 2026.

NewEdge Advisors held 34,925 shares of US Treasury 10 Year Note ETF worth $1.52M as of Q1 2026.
NewEdge Advisors sold 1,660 US Treasury 10 Year Note ETF shares in Q1 2026, an estimated $73.1K.
US Treasury 10 Year Note ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1242 holding.
NewEdge Advisors first reported a position in US Treasury 10 Year Note ETF in Q4 2023 and has held it in 9 quarters since.
NewEdge Advisors's US Treasury 10 Year Note ETF position peaked at $3.83M in Q2 2025.
51 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.