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Sound Income Strategies’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Sound Income Strategies’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
-634
Closed -$27.6K – 2301
2026
Q1 		$27.6K Buy
+634
New +$27.9K ﹤0.01% 1053

Other funds holding UTEN

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
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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

Sound Income Strategies's UTEN Position: Q2 2026 in Review

Sound Income Strategies sold out of US Treasury 10 Year Note ETF (UTEN) in Q2 2026, closing a stake of 634 shares — an estimated $27.6K sold.

Sound Income Strategies first reported a position in UTEN in Q1 2026 and held it in 1 quarter. The position peaked at $27.6K in Q1 2026. 23 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

  • Sound Income Strategies reported no remaining US Treasury 10 Year Note ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 634 US Treasury 10 Year Note ETF shares in Q2 2026, an estimated $27.6K.
  • Sound Income Strategies first reported a position in US Treasury 10 Year Note ETF in Q1 2026 and held it in 1 quarter.
  • Sound Income Strategies's US Treasury 10 Year Note ETF position peaked at $27.6K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.