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Realta Investment Advisors’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Realta Investment Advisors’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 		– Sell
-550
Closed -$24K – 412
2026
Q1 		$24K Buy
+550
New +$24.2K 0.01% 276
2025
Q3 		– Sell
-750
Closed -$32.9K – 357
2025
Q2 		$32.9K Hold
750
– – 0.01% 243
2025
Q1 		$32.9K Buy
+750
New +$32.3K 0.02% 248

Other funds holding UTEN

WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Realta Investment Advisors's UTEN Position: Q2 2026 in Review

Realta Investment Advisors sold out of US Treasury 10 Year Note ETF (UTEN) in Q2 2026, closing a stake of 550 shares — an estimated $24K sold.

Realta Investment Advisors first reported a position in UTEN in Q1 2025 and held it in 3 quarters. The position peaked at $32.9K in Q1 2025. 15 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

  • Realta Investment Advisors reported no remaining US Treasury 10 Year Note ETF position as of Q2 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 550 US Treasury 10 Year Note ETF shares in Q2 2026, an estimated $24K.
  • Realta Investment Advisors first reported a position in US Treasury 10 Year Note ETF in Q1 2025 and held it in 3 quarters.
  • Realta Investment Advisors's US Treasury 10 Year Note ETF position peaked at $32.9K in Q1 2025.
  • 15 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.