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

WealthPLAN 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
2023
Q3 		– Sell
-324
Closed -$14.8K – 1129
2023
Q2 		$14.8K Hold
324
– – ﹤0.01% 733
2023
Q1 		$15.2K Buy
+324
New +$15K ﹤0.01% 775

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WealthPLAN Partners's UTEN Position: Q3 2023 in Review

WealthPLAN Partners sold out of US Treasury 10 Year Note ETF (UTEN) in Q3 2023, closing a stake of 324 shares — an estimated $14.8K sold.

WealthPLAN Partners first reported a position in UTEN in Q1 2023 and held it in 2 quarters. The position peaked at $15.2K in Q1 2023. 17 funds tracked by Wall St. Rank hold UTEN as of Q3 2023.

  • WealthPLAN Partners reported no remaining US Treasury 10 Year Note ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 324 US Treasury 10 Year Note ETF shares in Q3 2023, an estimated $14.8K.
  • WealthPLAN Partners first reported a position in US Treasury 10 Year Note ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's US Treasury 10 Year Note ETF position peaked at $15.2K in Q1 2023.
  • 17 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.