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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

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

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. 53 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.
  • 53 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.