SA
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
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

Other funds holding UTEN

WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Stewardship Advisors's UTEN Position: Q2 2026 in Review

Stewardship Advisors increased its US Treasury 10 Year Note ETF (UTEN) stake by 12% in Q2 2026, buying an estimated $79.3K and bringing the position to 17,135 shares worth $740K. The position accounts for 0.15% of the portfolio, ranked #70.

Stewardship Advisors first reported a position in UTEN in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

  • Stewardship Advisors held 17,135 shares of US Treasury 10 Year Note ETF worth $740K as of Q2 2026.
  • Stewardship Advisors bought 1,832 US Treasury 10 Year Note ETF shares in Q2 2026, an estimated $79.3K.
  • US Treasury 10 Year Note ETF made up 0.15% of Stewardship Advisors's portfolio in Q2 2026, its #70 holding.
  • Stewardship Advisors first reported a position in US Treasury 10 Year Note ETF in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

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