Revolve Wealth Partners’s US Treasury 3 Year Note ETF UTRE Stock Holding History

Revolve Wealth Partners’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
2025 Q3	–	Sell	-4,809	Closed	-$239K	–	247
2025 Q2	$239K	Hold	4,809	–	–	0.03%	198
2025 Q1	$238K	Hold	4,809	–	–	0.03%	190
2024 Q4	$235K	Sell	4,809 -784	-14%	-$38.5K	0.03%	198
2024 Q3	$279K	Hold	5,593	–	–	0.04%	156
2024 Q2	$273K	Hold	5,593	–	–	0.04%	142
2024 Q1	$274K	Hold	5,593	–	–	0.05%	143
2023 Q4	$276K	Buy	+5,593	New	+$273K	0.05%	129

Other funds holding UTRE

CFP

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

CCM

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Revolve Wealth Partners's UTRE Position: Q3 2025 in Review

Revolve Wealth Partners sold out of US Treasury 3 Year Note ETF (UTRE) in Q3 2025, closing a stake of 4,809 shares — an estimated $239K sold.

Revolve Wealth Partners first reported a position in UTRE in Q4 2023 and held it in 7 quarters. The position peaked at $279K in Q3 2024. 9 funds tracked by Wall St. Rank hold UTRE as of Q3 2025.

Revolve Wealth Partners reported no remaining US Treasury 3 Year Note ETF position as of Q3 2025 after selling out during the quarter.
Revolve Wealth Partners sold 4,809 US Treasury 3 Year Note ETF shares in Q3 2025, an estimated $239K.
Revolve Wealth Partners first reported a position in US Treasury 3 Year Note ETF in Q4 2023 and held it in 7 quarters.
Revolve Wealth Partners's US Treasury 3 Year Note ETF position peaked at $279K in Q3 2024.
9 funds tracked by Wall St. Rank held US Treasury 3 Year Note ETF as of Q3 2025.

Based on Revolve Wealth Partners's 13F filing for Q3 2025, filed 14 Oct 2025.