Raymond James Financial
UTEN icon

Raymond James Financial’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Raymond James Financial’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 		$10.4M Buy
238,871
+221,724
+1,293% +$9.77M ﹤0.01% 1987
2025
Q4 		$755K Buy
17,147
+10,555
+160% +$468K ﹤0.01% 3976
2025
Q3 		$291K Buy
6,592
+2,325
+54% +$102K ﹤0.01% 4432
2025
Q2 		$187K Sell
4,267
-11,836
-74% -$513K ﹤0.01% 4550
2025
Q1 		$707K Sell
16,103
-1,834
-10% -$79K ﹤0.01% 3720
2024
Q4 		$764K Buy
+17,937
New +$783K ﹤0.01% 3638

Other funds holding UTEN

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return