WealthPlan Investment Management’s US Treasury 3 Year Note ETF UTRE Stock Holding History

WealthPlan Investment Management’s Portfolio UTRE Stock Details UTRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5,060	Closed	-$250K	–	498
2026 Q1	$250K	Hold	5,060	–	–	0.01%	417
2025 Q4	$252K	Hold	5,060	–	–	0.02%	335
2025 Q3	$252K	Hold	5,060	–	–	0.02%	294
2025 Q2	$252K	Buy	+5,060	New	+$251K	0.02%	307

Other funds holding UTRE

CCM

Crew Capital Management Cincinnati, Ohio $183M AUM 37.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return

FMI

F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPlan Investment Management's UTRE Position: Q2 2026 in Review

WealthPlan Investment Management sold out of US Treasury 3 Year Note ETF (UTRE) in Q2 2026, closing a stake of 5,060 shares — an estimated $250K sold.

WealthPlan Investment Management first reported a position in UTRE in Q2 2025 and held it in 4 quarters. The position peaked at $252K in Q4 2025. 8 funds tracked by Wall St. Rank hold UTRE as of Q2 2026.

WealthPlan Investment Management reported no remaining US Treasury 3 Year Note ETF position as of Q2 2026 after selling out during the quarter.
WealthPlan Investment Management sold 5,060 US Treasury 3 Year Note ETF shares in Q2 2026, an estimated $250K.
WealthPlan Investment Management first reported a position in US Treasury 3 Year Note ETF in Q2 2025 and held it in 4 quarters.
WealthPlan Investment Management's US Treasury 3 Year Note ETF position peaked at $252K in Q4 2025.
8 funds tracked by Wall St. Rank held US Treasury 3 Year Note ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.