Valtinson Bruner Financial Planning’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Valtinson Bruner Financial Planning’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	$230K	Buy	5,281 +22	+0.4%	+$969	0.06%	155
2025 Q4	$232K	Sell	5,259 -319	-6%	-$14.2K	0.07%	142
2025 Q3	$247K	Buy	5,578 +23	+0.4%	+$1.01K	0.07%	135
2025 Q2	$244K	Buy	5,555 +13	+0.2%	+$564	0.08%	131
2025 Q1	$243K	Buy	5,542 +4	+0.1%	+$172	0.08%	114
2024 Q4	$236K	Sell	5,538 -14,482	-72%	-$632K	0.08%	129
2024 Q3	$910K	Sell	20,020 -141,648	-88%	-$6.35M	0.32%	61
2024 Q2	$7.02M	Sell	161,668 -6,781	-4%	-$292K	2.79%	8
2024 Q1	$7.42M	Buy	+168,449	New	+$7.44M	3.16%	9

Other funds holding UTEN

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 $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B 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

Valtinson Bruner Financial Planning's UTEN Position: Q1 2026 in Review

Valtinson Bruner Financial Planning increased its US Treasury 10 Year Note ETF (UTEN) stake by 0.42% in Q1 2026, buying an estimated $969 and bringing the position to 5,281 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #155.

Valtinson Bruner Financial Planning first reported a position in UTEN in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.42M in Q1 2024. 51 funds tracked by Wall St. Rank hold UTEN as of Q1 2026.

Valtinson Bruner Financial Planning held 5,281 shares of US Treasury 10 Year Note ETF worth $230K as of Q1 2026.
Valtinson Bruner Financial Planning bought 22 US Treasury 10 Year Note ETF shares in Q1 2026, an estimated $969.
US Treasury 10 Year Note ETF made up 0.06% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #155 holding.
Valtinson Bruner Financial Planning first reported a position in US Treasury 10 Year Note ETF in Q1 2024 and has held it in 9 quarters since.
Valtinson Bruner Financial Planning's US Treasury 10 Year Note ETF position peaked at $7.42M in Q1 2024.
51 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.