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 Q3	$994K	Sell	21,000 -2,408	-10%	-$115K	0.69%	39
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

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $325M AUM 9.79% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return

Marshall & Sterling Wealth Advisors Poughkeepsie, New York $175M AUM 11.16% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return

KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

4Wealth Advisors's UTWO Position: Q3 2026 in Review

4Wealth Advisors reduced its US Treasury 2 Year Note ETF (UTWO) stake by 10% in Q3 2026, selling an estimated $115K and leaving 21,000 shares worth $994K. The position accounts for 0.69% of the portfolio, ranked #39.

4Wealth Advisors first reported a position in UTWO in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.48M in Q1 2026. 27 funds tracked by Wall St. Rank hold UTWO as of Q3 2026.

4Wealth Advisors held 21,000 shares of US Treasury 2 Year Note ETF worth $994K as of Q3 2026.
4Wealth Advisors sold 2,408 US Treasury 2 Year Note ETF shares in Q3 2026, an estimated $115K.
US Treasury 2 Year Note ETF made up 0.69% of 4Wealth Advisors's portfolio in Q3 2026, its #39 holding.
4Wealth Advisors first reported a position in US Treasury 2 Year Note ETF in Q1 2026 and has held it in 3 quarters since.
4Wealth Advisors's US Treasury 2 Year Note ETF position peaked at $1.48M in Q1 2026.
27 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.