WCAMG
UTEN icon

Woodard & Company Asset Management Group’s US Treasury 10 Year Note ETF UTEN Stock Holding History

Woodard & Company Asset Management Group’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 		$25.8M Buy
598,332
+3,507
+0.6% +$152K 3.73% 7
2026
Q1 		$25.9M Buy
+594,825
New +$26.2M 4.15% 8

Other funds holding UTEN

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Commonwealth Equity Services
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Woodard & Company Asset Management Group's UTEN Position: Q2 2026 in Review

Woodard & Company Asset Management Group increased its US Treasury 10 Year Note ETF (UTEN) stake by 0.59% in Q2 2026, buying an estimated $152K and bringing the position to 598,332 shares worth $25.8M. The position accounts for 3.73% of the portfolio, ranked #7.

Woodard & Company Asset Management Group first reported a position in UTEN in Q1 2026 and has held it in 2 quarters since. The position peaked at $25.9M in Q1 2026. 24 funds tracked by Wall St. Rank hold UTEN as of Q2 2026.

  • Woodard & Company Asset Management Group held 598,332 shares of US Treasury 10 Year Note ETF worth $25.8M as of Q2 2026.
  • Woodard & Company Asset Management Group bought 3,507 US Treasury 10 Year Note ETF shares in Q2 2026, an estimated $152K.
  • US Treasury 10 Year Note ETF made up 3.73% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #7 holding.
  • Woodard & Company Asset Management Group first reported a position in US Treasury 10 Year Note ETF in Q1 2026 and has held it in 2 quarters since.
  • Woodard & Company Asset Management Group's US Treasury 10 Year Note ETF position peaked at $25.9M in Q1 2026.
  • 24 funds tracked by Wall St. Rank held US Treasury 10 Year Note ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.