Stewardship Advisors
UTEN icon

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

Stewardship 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
Q3 		$694K Hold
17,135
– – 0.14% 76
2026
Q2 		$740K Buy
17,135
+1,832
+12% +$79.3K 0.15% 70
2026
Q1 		$667K Buy
15,303
+909
+6% +$40.1K 0.15% 67
2025
Q4 		$634K Buy
14,394
+1,130
+9% +$50.2K 0.15% 72
2025
Q3 		$587K Buy
+13,264
New +$580K 0.14% 70

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Commonwealth Equity Services
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Apollon Wealth Management
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Crew Capital Management
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Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LVW Advisors
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Stapp Wealth Management
Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return

Stewardship Advisors's UTEN Position: Q3 2026 in Review

Stewardship Advisors held its US Treasury 10 Year Note ETF (UTEN) position steady in Q3 2026 at 17,135 shares worth $694K. The position accounts for 0.14% of the portfolio, ranked #76.

Stewardship Advisors first reported a position in UTEN in Q3 2025 and has held it in 5 quarters since. The position peaked at $740K in Q2 2026. 17 funds tracked by Wall St. Rank hold UTEN as of Q3 2026.

  • Stewardship Advisors held 17,135 shares of US Treasury 10 Year Note ETF worth $694K as of Q3 2026.
  • Stewardship Advisors left its US Treasury 10 Year Note ETF share count unchanged in Q3 2026.
  • US Treasury 10 Year Note ETF made up 0.14% of Stewardship Advisors's portfolio in Q3 2026, its #76 holding.
  • Stewardship Advisors first reported a position in US Treasury 10 Year Note ETF in Q3 2025 and has held it in 5 quarters since.
  • Stewardship Advisors's US Treasury 10 Year Note ETF position peaked at $740K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.