49 Wealth Management’s US Treasury 2 Year Note ETF UTWO Stock Holding History

49 Wealth Management’s Portfolio UTWO Stock Details UTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$781K	Sell	16,284 -168,754	-91%	-$8.13M	0.15%	83
2026 Q1	$8.93M	Buy	185,038 +26,187	+16%	+$1.27M	0.67%	20
2025 Q4	$7.71M	Buy	158,851 +6,357	+4%	+$309K	0.63%	20
2025 Q3	$7.41M	Buy	152,494 +11,236	+8%	+$544K	0.7%	20
2025 Q2	$6.86M	Buy	141,258 +1,083	+0.8%	+$52.4K	0.73%	22
2025 Q1	$6.79M	Buy	140,175 +5,759	+4%	+$278K	0.82%	25
2024 Q4	$6.46M	Buy	134,416 +58,044	+76%	+$2.8M	0.92%	25
2024 Q3	$3.72M	Buy	76,372 +12,658	+20%	+$613K	0.61%	28
2024 Q2	$3.04M	Buy	+63,714	New	+$3.05M	0.6%	36

Other funds holding UTWO

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

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Odyssey Group Lancaster, Pennsylvania $369M AUM

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

49 Wealth Management's UTWO Position: Q2 2026 in Review

49 Wealth Management reduced its US Treasury 2 Year Note ETF (UTWO) stake by 91% in Q2 2026, selling an estimated $8.13M and leaving 16,284 shares worth $781K. The position accounts for 0.15% of the portfolio, ranked #83.

49 Wealth Management first reported a position in UTWO in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.93M in Q1 2026. 78 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

49 Wealth Management held 16,284 shares of US Treasury 2 Year Note ETF worth $781K as of Q2 2026.
49 Wealth Management sold 168,754 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $8.13M.
US Treasury 2 Year Note ETF made up 0.15% of 49 Wealth Management's portfolio in Q2 2026, its #83 holding.
49 Wealth Management first reported a position in US Treasury 2 Year Note ETF in Q2 2024 and has held it in 9 quarters since.
49 Wealth Management's US Treasury 2 Year Note ETF position peaked at $8.93M in Q1 2026.
78 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.