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

Truist 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	$862K	Sell	19,960 -10,053	-33%	-$435K	﹤0.01%	1867
2026 Q1	$1.31M	Buy	30,013 +5,312	+22%	+$234K	﹤0.01%	1562
2025 Q4	$1.09M	Buy	24,701 +2,588	+12%	+$115K	﹤0.01%	1614
2025 Q3	$978K	Buy	22,113 +13	+0.1%	+$569	﹤0.01%	1678
2025 Q2	$970K	Buy	22,100 +15,013	+212%	+$651K	﹤0.01%	1617
2025 Q1	$311K	Sell	7,087 -14,062	-66%	-$606K	﹤0.01%	2130
2024 Q4	$901K	Buy	+21,149	New	+$923K	﹤0.01%	1601

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

Truist Financial's UTEN Position: Q2 2026 in Review

Truist Financial reduced its US Treasury 10 Year Note ETF (UTEN) stake by 33% in Q2 2026, selling an estimated $435K and leaving 19,960 shares worth $862K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Truist Financial first reported a position in UTEN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q1 2026. 54 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

Truist Financial held 19,960 shares of US Treasury 10 Year Note ETF worth $862K as of Q2 2026.
Truist Financial sold 10,053 US Treasury 10 Year Note ETF shares in Q2 2026, an estimated $435K.
US Treasury 10 Year Note ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1867 holding.
Truist Financial first reported a position in US Treasury 10 Year Note ETF in Q4 2024 and has held it in 7 quarters since.
Truist Financial's US Treasury 10 Year Note ETF position peaked at $1.31M in Q1 2026.
54 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.