Steward Partners Investment Advisory’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Steward Partners Investment Advisory’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	$29.4K	Hold	680	–	–	﹤0.01%	3239
2026 Q1	$29.6K	Sell	680 -292	-30%	-$12.9K	﹤0.01%	3047
2025 Q4	$42.8K	Buy	972 +292	+43%	+$13K	﹤0.01%	2758
2025 Q3	$30.1K	Hold	680	–	–	﹤0.01%	2893
2025 Q2	$29.9K	Hold	680	–	–	﹤0.01%	2741
2025 Q1	$29.9K	Hold	680	–	–	﹤0.01%	2632
2024 Q4	$29K	Hold	680	–	–	﹤0.01%	2605
2024 Q3	$30.9K	Buy	+680	New	+$30.5K	﹤0.01%	2460

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Steward Partners Investment Advisory's UTEN Position: Q2 2026 in Review

Steward Partners Investment Advisory held its US Treasury 10 Year Note ETF (UTEN) position steady in Q2 2026 at 680 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3239.

Steward Partners Investment Advisory first reported a position in UTEN in Q3 2024 and has held it in 8 quarters since. The position peaked at $42.8K in Q4 2025. 46 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

Steward Partners Investment Advisory held 680 shares of US Treasury 10 Year Note ETF worth $29.4K as of Q2 2026.
Steward Partners Investment Advisory left its US Treasury 10 Year Note ETF share count unchanged in Q2 2026.
US Treasury 10 Year Note ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3239 holding.
Steward Partners Investment Advisory first reported a position in US Treasury 10 Year Note ETF in Q3 2024 and has held it in 8 quarters since.
Steward Partners Investment Advisory's US Treasury 10 Year Note ETF position peaked at $42.8K in Q4 2025.
46 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.