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B. Riley Wealth Advisors’s US Treasury 2 Year Note ETF UTWO Stock Holding History

B. Riley Wealth 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
2025
Q1 		– Sell
-8,890
Closed -$427K – 1420
2024
Q4 		$427K Sell
8,890
-15,177
-63% -$732K 0.01% 750
2024
Q3 		$1.17M Sell
24,067
-45,129
-65% -$2.18M 0.03% 454
2024
Q2 		$3.32M Buy
+69,196
New +$3.31M 0.08% 224
2024
Q1 		– Sell
-66,216
Closed -$3.2M – 1527
2023
Q4 		$3.2M Buy
+66,216
New +$3.18M 0.09% 241

Other funds holding UTWO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return

B. Riley Wealth Advisors's UTWO Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of US Treasury 2 Year Note ETF (UTWO) in Q1 2025, closing a stake of 8,890 shares — an estimated $427K sold.

B. Riley Wealth Advisors first reported a position in UTWO in Q4 2023 and held it in 4 quarters. The position peaked at $3.32M in Q2 2024. 67 funds tracked by Wall St. Rank hold UTWO as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining US Treasury 2 Year Note ETF position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,890 US Treasury 2 Year Note ETF shares in Q1 2025, an estimated $427K.
  • B. Riley Wealth Advisors first reported a position in US Treasury 2 Year Note ETF in Q4 2023 and held it in 4 quarters.
  • B. Riley Wealth Advisors's US Treasury 2 Year Note ETF position peaked at $3.32M in Q2 2024.
  • 67 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.