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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

49 Wealth Management's UTWO Position: Q1 2026 in Review

49 Wealth Management increased its US Treasury 2 Year Note ETF (UTWO) stake by 16% in Q1 2026, buying an estimated $1.27M and bringing the position to 185,038 shares worth $8.93M. The position accounts for 0.67% of the portfolio, ranked #20.

49 Wealth Management first reported a position in UTWO in Q2 2024 and has held it in 8 quarters since. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

49 Wealth Management held 185,038 shares of US Treasury 2 Year Note ETF worth $8.93M as of Q1 2026.
49 Wealth Management bought 26,187 US Treasury 2 Year Note ETF shares in Q1 2026, an estimated $1.27M.
US Treasury 2 Year Note ETF made up 0.67% of 49 Wealth Management's portfolio in Q1 2026, its #20 holding.
49 Wealth Management first reported a position in US Treasury 2 Year Note ETF in Q2 2024 and has held it in 8 quarters since.
73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.