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 Q2	$1.92M	Sell	44,366 -6,077	-12%	-$263K	﹤0.01%	2125
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

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Stifel Financial's UTEN Position: Q2 2026 in Review

Stifel Financial reduced its US Treasury 10 Year Note ETF (UTEN) stake by 12% in Q2 2026, selling an estimated $263K and leaving 44,366 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

Stifel Financial first reported a position in UTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.57M in Q4 2025. 54 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

Stifel Financial held 44,366 shares of US Treasury 10 Year Note ETF worth $1.92M as of Q2 2026.
Stifel Financial sold 6,077 US Treasury 10 Year Note ETF shares in Q2 2026, an estimated $263K.
US Treasury 10 Year Note ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2125 holding.
Stifel Financial first reported a position in US Treasury 10 Year Note ETF in Q1 2025 and has held it in 6 quarters since.
Stifel Financial's US Treasury 10 Year Note ETF position peaked at $2.57M in Q4 2025.
54 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.