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Thoroughbred Financial Services’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Thoroughbred Financial Services’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 		– Sell
-7,309
Closed -$322K – 604
2025
Q4 		$322K Sell
7,309
-3,935
-35% -$175K 0.02% 466
2025
Q3 		$497K Sell
11,244
-4,457
-28% -$195K 0.03% 381
2025
Q2 		$689K Sell
15,701
-3,328
-17% -$144K 0.05% 325
2025
Q1 		$835K Sell
19,029
-10,525
-36% -$453K 0.05% 326
2024
Q4 		$1.26M Sell
29,554
-5,776
-16% -$252K 0.08% 239
2024
Q3 		$1.6M Sell
35,330
-7,015
-17% -$315K 0.1% 182
2024
Q2 		$1.84M Buy
42,345
+1,569
+4% +$67.7K 0.12% 161
2024
Q1 		$1.8M Sell
40,776
-11,234
-22% -$496K 0.17% 121
2023
Q4 		$2.34M Sell
52,010
-375
-0.7% -$16.2K 0.19% 112
2023
Q3 		$2.25M Buy
52,385
+40,354
+335% +$1.79M 0.22% 95
2023
Q2 		$547K Buy
+12,031
New +$557K 0.07% 243

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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM

Thoroughbred Financial Services's UTEN Position: Q1 2026 in Review

Thoroughbred Financial Services sold out of US Treasury 10 Year Note ETF (UTEN) in Q1 2026, closing a stake of 7,309 shares — an estimated $322K sold.

Thoroughbred Financial Services first reported a position in UTEN in Q2 2023 and held it in 11 quarters. The position peaked at $2.34M in Q4 2023. 51 funds tracked by Wall St. Rank hold UTEN as of Q1 2026.

  • Thoroughbred Financial Services reported no remaining US Treasury 10 Year Note ETF position as of Q1 2026 after selling out during the quarter.
  • Thoroughbred Financial Services sold 7,309 US Treasury 10 Year Note ETF shares in Q1 2026, an estimated $322K.
  • Thoroughbred Financial Services first reported a position in US Treasury 10 Year Note ETF in Q2 2023 and held it in 11 quarters.
  • Thoroughbred Financial Services's US Treasury 10 Year Note ETF position peaked at $2.34M in Q4 2023.
  • 51 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.