Wealthcare Capital Management’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Wealthcare Capital Management’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	$16.2M	Sell	375,016 -23,172	-6%	-$1M	1.54%	7
2026 Q1	$17.4M	Buy	398,188 +12,843	+3%	+$566K	1.74%	7
2025 Q4	$17M	Sell	385,345 -25,653	-6%	-$1.14M	1.69%	8
2025 Q3	$18.2M	Buy	410,998 +3,351	+0.8%	+$147K	1.85%	8
2025 Q2	$17.9M	Sell	407,647 -77,253	-16%	-$3.35M	1.89%	8
2025 Q1	$21.3M	Sell	484,900 -1,347	-0.3%	-$58K	2.16%	8
2024 Q4	$20.7M	Buy	486,247 +74,533	+18%	+$3.25M	2.09%	8
2024 Q3	$18.7M	Buy	411,714 +102	+0%	+$4.57K	1.88%	8
2024 Q2	$17.9M	Sell	411,612 -31,074	-7%	-$1.34M	1.9%	7
2024 Q1	$19.5M	Sell	442,686 -575,017	-57%	-$25.4M	2.17%	6
2023 Q4	$45.9M	Buy	+1,017,703	New	+$44M	5.23%	4

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthcare Capital Management's UTEN Position: Q2 2026 in Review

Wealthcare Capital Management reduced its US Treasury 10 Year Note ETF (UTEN) stake by 5.8% in Q2 2026, selling an estimated $1M and leaving 375,016 shares worth $16.2M. The position accounts for 1.54% of the portfolio, ranked #7.

Wealthcare Capital Management first reported a position in UTEN in Q4 2023 and has held it in 11 quarters since. The position peaked at $45.9M in Q4 2023. 53 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

Wealthcare Capital Management held 375,016 shares of US Treasury 10 Year Note ETF worth $16.2M as of Q2 2026.
Wealthcare Capital Management sold 23,172 US Treasury 10 Year Note ETF shares in Q2 2026, an estimated $1M.
US Treasury 10 Year Note ETF made up 1.54% of Wealthcare Capital Management's portfolio in Q2 2026, its #7 holding.
Wealthcare Capital Management first reported a position in US Treasury 10 Year Note ETF in Q4 2023 and has held it in 11 quarters since.
Wealthcare Capital Management's US Treasury 10 Year Note ETF position peaked at $45.9M in Q4 2023.
53 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

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