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 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 $151M AUM 20.49% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FMI

F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return

PWA

Perspective Wealth Advisors Loveland, Colorado $154M AUM

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

WealthPlan Investment Management's UTRE Position: Q1 2026 in Review

WealthPlan Investment Management held its US Treasury 3 Year Note ETF (UTRE) position steady in Q1 2026 at 5,060 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #417.

WealthPlan Investment Management first reported a position in UTRE in Q2 2025 and has held it in 4 quarters since. The position peaked at $252K in Q4 2025. 12 funds tracked by Wall St. Rank hold UTRE as of Q1 2026.

WealthPlan Investment Management held 5,060 shares of US Treasury 3 Year Note ETF worth $250K as of Q1 2026.
WealthPlan Investment Management left its US Treasury 3 Year Note ETF share count unchanged in Q1 2026.
US Treasury 3 Year Note ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q1 2026, its #417 holding.
WealthPlan Investment Management first reported a position in US Treasury 3 Year Note ETF in Q2 2025 and has held it in 4 quarters since.
WealthPlan Investment Management's US Treasury 3 Year Note ETF position peaked at $252K in Q4 2025.
12 funds tracked by Wall St. Rank held US Treasury 3 Year Note ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.