Valtinson Bruner Financial Planning’s US Treasury 10 Year Note ETF UTEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
5,555
+13
| +0.2% | +$571 | 0.08% | 131 |
|
|
2025
Q1 | $243K | Buy |
5,542
+4
| +0.1% | +$176 | 0.08% | 114 |
|
|
2024
Q4 | $236K | Sell |
5,538
-14,482
| -72% | -$617K | 0.08% | 129 |
|
|
2024
Q3 | $910K | Sell |
20,020
-141,648
| -88% | -$6.44M | 0.32% | 61 |
|
|
2024
Q2 | $7.02M | Sell |
161,668
-6,781
| -4% | -$295K | 2.79% | 8 |
|
|
2024
Q1 | $7.42M | Buy |
+168,449
| New | +$7.42M | 3.16% | 9 |
|