Allworth Financial’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Allworth Financial’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	$8.84K	Hold	183	–	–	﹤0.01%	3595
2025 Q4	$8.89K	Hold	183	–	–	﹤0.01%	3347
2025 Q3	$8.89K	Hold	183	–	–	﹤0.01%	3218
2025 Q2	$8.88K	Hold	183	–	–	﹤0.01%	2951
2025 Q1	$8.87K	Hold	183	–	–	﹤0.01%	2474
2024 Q4	$8.8K	Hold	183	–	–	﹤0.01%	2487
2024 Q3	$8.92K	Sell	183 -126	-41%	-$6.1K	﹤0.01%	2316
2024 Q2	$14.8K	Buy	309 +126	+69%	+$6.02K	﹤0.01%	2055
2024 Q1	$8.8K	Hold	183	–	–	﹤0.01%	2165
2023 Q4	$8.85K	Hold	183	–	–	﹤0.01%	2031
2023 Q3	$8.78K	Hold	183	–	–	﹤0.01%	1888
2023 Q2	$8.83K	Buy	+183	New	+$8.92K	﹤0.01%	1899

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

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 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

Allworth Financial's UTWO Position: Q1 2026 in Review

Allworth Financial held its US Treasury 2 Year Note ETF (UTWO) position steady in Q1 2026 at 183 shares worth $8.84K. The position accounts for ﹤0.01% of the portfolio, ranked #3595.

Allworth Financial first reported a position in UTWO in Q2 2023 and has held it in 12 quarters since. The position peaked at $14.8K in Q2 2024. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

Allworth Financial held 183 shares of US Treasury 2 Year Note ETF worth $8.84K as of Q1 2026.
Allworth Financial left its US Treasury 2 Year Note ETF share count unchanged in Q1 2026.
US Treasury 2 Year Note ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3595 holding.
Allworth Financial first reported a position in US Treasury 2 Year Note ETF in Q2 2023 and has held it in 12 quarters since.
Allworth Financial's US Treasury 2 Year Note ETF position peaked at $14.8K in Q2 2024.
73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.