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
Q2 		$13.1M Buy
302,909
+64,038
+27% +$2.77M ﹤0.01% 1917
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 $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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial's UTEN Position: Q2 2026 in Review

Raymond James Financial increased its US Treasury 10 Year Note ETF (UTEN) stake by 27% in Q2 2026, buying an estimated $2.77M and bringing the position to 302,909 shares worth $13.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

Raymond James Financial first reported a position in UTEN in Q4 2024 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

  • Raymond James Financial held 302,909 shares of US Treasury 10 Year Note ETF worth $13.1M as of Q2 2026.
  • Raymond James Financial bought 64,038 US Treasury 10 Year Note ETF shares in Q2 2026, an estimated $2.77M.
  • US Treasury 10 Year Note ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1917 holding.
  • Raymond James Financial first reported a position in US Treasury 10 Year Note ETF in Q4 2024 and has held it in 7 quarters since.
  • 54 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.