Wealthcare Advisory Partners’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Wealthcare Advisory Partners’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	$1.09M	Sell	25,346 -38,552	-60%	-$1.67M	0.02%	494
2026 Q1	$2.79M	Buy	63,898 +52,916	+482%	+$2.33M	0.05%	291
2025 Q4	$484K	Sell	10,982 -769	-7%	-$34.1K	0.01%	704
2025 Q3	$520K	Sell	11,751 -843	-7%	-$36.9K	0.01%	667
2025 Q2	$553K	Sell	12,594 -2,235	-15%	-$96.9K	0.01%	618
2025 Q1	$651K	Buy	14,829 +265	+2%	+$11.4K	0.02%	533
2024 Q4	$620K	Sell	14,564 -5,216	-26%	-$228K	0.02%	525
2024 Q3	$899K	Sell	19,780 -1,140	-5%	-$51.1K	0.03%	447
2024 Q2	$909K	Buy	20,920 +1,719	+9%	+$74.1K	0.03%	410
2024 Q1	$846K	Sell	19,201 -3,172	-14%	-$140K	0.03%	415
2023 Q4	$1.01M	Buy	+22,373	New	+$967K	0.04%	312

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

Wealthcare Advisory Partners's UTEN Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its US Treasury 10 Year Note ETF (UTEN) stake by 60% in Q2 2026, selling an estimated $1.67M and leaving 25,346 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #494.

Wealthcare Advisory Partners first reported a position in UTEN in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.79M in Q1 2026. 54 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

Wealthcare Advisory Partners held 25,346 shares of US Treasury 10 Year Note ETF worth $1.09M as of Q2 2026.
Wealthcare Advisory Partners sold 38,552 US Treasury 10 Year Note ETF shares in Q2 2026, an estimated $1.67M.
US Treasury 10 Year Note ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #494 holding.
Wealthcare Advisory Partners first reported a position in US Treasury 10 Year Note ETF in Q4 2023 and has held it in 11 quarters since.
Wealthcare Advisory Partners's US Treasury 10 Year Note ETF position peaked at $2.79M in Q1 2026.
54 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.