4A
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4Wealth Advisors’s US Treasury 2 Year Note ETF UTWO Stock Holding History

4Wealth Advisors’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 		$1.12M Sell
23,408
-7,233
-24% -$348K 0.86% 33
2026
Q1 		$1.48M Buy
+30,641
New +$1.49M 1.26% 20

Other funds holding UTWO

HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

4Wealth Advisors's UTWO Position: Q2 2026 in Review

4Wealth Advisors reduced its US Treasury 2 Year Note ETF (UTWO) stake by 24% in Q2 2026, selling an estimated $348K and leaving 23,408 shares worth $1.12M. The position accounts for 0.86% of the portfolio, ranked #33.

4Wealth Advisors first reported a position in UTWO in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.48M in Q1 2026. 32 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

  • 4Wealth Advisors held 23,408 shares of US Treasury 2 Year Note ETF worth $1.12M as of Q2 2026.
  • 4Wealth Advisors sold 7,233 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $348K.
  • US Treasury 2 Year Note ETF made up 0.86% of 4Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • 4Wealth Advisors first reported a position in US Treasury 2 Year Note ETF in Q1 2026 and has held it in 2 quarters since.
  • 4Wealth Advisors's US Treasury 2 Year Note ETF position peaked at $1.48M in Q1 2026.
  • 32 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.