Perspective Wealth Advisors’s US Treasury 3 Year Note ETF UTRE Stock Holding History

Perspective Wealth Advisors’s Portfolio UTRE Stock Details UTRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$201K	Buy	4,065 +7	+0.2%	+$349	0.13%	55
2025 Q4	$202K	Buy	+4,058	New	+$202K	0.14%	55

Other funds holding UTRE

CCM

Crew Capital Management Cincinnati, Ohio $151M AUM 20.49% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FMI

F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Perspective Wealth Advisors's UTRE Position: Q1 2026 in Review

Perspective Wealth Advisors increased its US Treasury 3 Year Note ETF (UTRE) stake by 0.17% in Q1 2026, buying an estimated $349 and bringing the position to 4,065 shares worth $201K. The position accounts for 0.13% of the portfolio, ranked #55.

Perspective Wealth Advisors first reported a position in UTRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $202K in Q4 2025. 12 funds tracked by Wall St. Rank hold UTRE as of Q1 2026.

Perspective Wealth Advisors held 4,065 shares of US Treasury 3 Year Note ETF worth $201K as of Q1 2026.
Perspective Wealth Advisors bought 7 US Treasury 3 Year Note ETF shares in Q1 2026, an estimated $349.
US Treasury 3 Year Note ETF made up 0.13% of Perspective Wealth Advisors's portfolio in Q1 2026, its #55 holding.
Perspective Wealth Advisors first reported a position in US Treasury 3 Year Note ETF in Q4 2025 and has held it in 2 quarters since.
Perspective Wealth Advisors's US Treasury 3 Year Note ETF position peaked at $202K in Q4 2025.
12 funds tracked by Wall St. Rank held US Treasury 3 Year Note ETF as of Q1 2026.

Based on Perspective Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.