Osaic Holdings
UTEN icon

Osaic Holdings’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Osaic Holdings’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 		$48K Buy
1,100
+800
+267% +$35.3K ﹤0.01% 5259
2025
Q4 		$13.2K Buy
+300
New +$13.3K ﹤0.01% 6159
2024
Q4 		– Sell
-7,788
Closed -$354K – 7644
2024
Q3 		$354K Hold
7,788
– – ﹤0.01% 3185
2024
Q2 		$336K Buy
+7,788
New +$336K ﹤0.01% 3104

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LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return
Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM

Osaic Holdings's UTEN Position: Q1 2026 in Review

Osaic Holdings increased its US Treasury 10 Year Note ETF (UTEN) stake by 267% in Q1 2026, buying an estimated $35.3K and bringing the position to 1,100 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #5259.

Osaic Holdings first reported a position in UTEN in Q2 2024 and has held it in 4 quarters since. The position peaked at $354K in Q3 2024. 51 funds tracked by Wall St. Rank hold UTEN as of Q1 2026.

  • Osaic Holdings held 1,100 shares of US Treasury 10 Year Note ETF worth $48K as of Q1 2026.
  • Osaic Holdings bought 800 US Treasury 10 Year Note ETF shares in Q1 2026, an estimated $35.3K.
  • US Treasury 10 Year Note ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5259 holding.
  • Osaic Holdings first reported a position in US Treasury 10 Year Note ETF in Q2 2024 and has held it in 4 quarters since.
  • Osaic Holdings's US Treasury 10 Year Note ETF position peaked at $354K in Q3 2024.
  • 51 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.