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

Alpine Bank 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	$40.1K	Buy	+836	New	+$40.3K	0.01%	263
2025 Q4	–	Sell	-3,200	Closed	-$155K	–	392
2025 Q3	$155K	Hold	3,200	–	–	0.02%	173
2025 Q2	$155K	Buy	+3,200	New	+$155K	0.02%	162
2024 Q3	$5.9K	Buy	+121	New	+$5.86K	﹤0.01%	403

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

Alpine Bank Wealth Management's UTWO Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in US Treasury 2 Year Note ETF (UTWO) in Q2 2026: 836 shares worth $40.1K. The stake represents 0.01% of the portfolio and ranks #263 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in UTWO as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in UTWO in Q3 2024 and has held it in 4 quarters since. The position peaked at $155K in Q3 2025. 77 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

Alpine Bank Wealth Management held 836 shares of US Treasury 2 Year Note ETF worth $40.1K as of Q2 2026.
US Treasury 2 Year Note ETF was a new Alpine Bank Wealth Management position in Q2 2026.
US Treasury 2 Year Note ETF made up 0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #263 holding.
Alpine Bank Wealth Management first reported a position in US Treasury 2 Year Note ETF in Q3 2024 and has held it in 4 quarters since.
Alpine Bank Wealth Management's US Treasury 2 Year Note ETF position peaked at $155K in Q3 2025.
77 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.