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Stifel Financial’s
US Treasury 10 Year Note ETF
UTEN
Stock Holding History
Stifel Financial’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
Q1
$2.2M
Sell
50,443
-7,953
-14%
-$350K
﹤0.01%
1894
2025
Q4
$2.57M
Buy
58,396
+28,138
+93%
+$1.25M
﹤0.01%
1758
2025
Q3
$1.34M
Buy
30,258
+13,991
+86%
+$612K
﹤0.01%
2195
2025
Q2
$714K
Buy
16,267
+9,360
+136%
+$406K
﹤0.01%
2549
2025
Q1
$303K
Buy
+6,907
New
+$298K
﹤0.01%
2965
Other funds holding UTEN
EH
Equitable Holdings
New York
$15.5B AUM
19.09%
1-Year Est. Return
LJAC
L.J. Altfest & Co
New York
$935M AUM
27.19%
1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group
Bermuda Run, North Carolina
$625M AUM
20%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
WCM
Wealthcare Capital Management
Richmond, Virginia
$1.05B AUM
14.89%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
FWM
Foguth Wealth Management
Brighton, Michigan
$857M AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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