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 Q2	$25.9K	Sell	600 -500	-45%	-$21.7K	﹤0.01%	5969
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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Osaic Holdings's UTEN Position: Q2 2026 in Review

Osaic Holdings reduced its US Treasury 10 Year Note ETF (UTEN) stake by 45% in Q2 2026, selling an estimated $21.7K and leaving 600 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5969.

Osaic Holdings first reported a position in UTEN in Q2 2024 and has held it in 5 quarters since. The position peaked at $354K in Q3 2024. 53 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

Osaic Holdings held 600 shares of US Treasury 10 Year Note ETF worth $25.9K as of Q2 2026.
Osaic Holdings sold 500 US Treasury 10 Year Note ETF shares in Q2 2026, an estimated $21.7K.
US Treasury 10 Year Note ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5969 holding.
Osaic Holdings first reported a position in US Treasury 10 Year Note ETF in Q2 2024 and has held it in 5 quarters since.
Osaic Holdings's US Treasury 10 Year Note ETF position peaked at $354K in Q3 2024.
53 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.