BCS Private Wealth Management’s US Treasury 2 Year Note ETF UTWO Stock Holding History

BCS Private 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 Q1	$227K	Hold	4,700	–	–	0.07%	173
2025 Q4	$228K	Buy	+4,700	New	+$228K	0.08%	166
2025 Q3	–	Sell	-4,700	Closed	-$228K	–	181
2025 Q2	$228K	Buy	+4,700	New	+$227K	0.09%	156

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

BCS Private Wealth Management's UTWO Position: Q1 2026 in Review

BCS Private Wealth Management held its US Treasury 2 Year Note ETF (UTWO) position steady in Q1 2026 at 4,700 shares worth $227K. The position accounts for 0.07% of the portfolio, ranked #173.

BCS Private Wealth Management first reported a position in UTWO in Q2 2025 and has held it in 3 quarters since. The position peaked at $228K in Q4 2025. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

BCS Private Wealth Management held 4,700 shares of US Treasury 2 Year Note ETF worth $227K as of Q1 2026.
BCS Private Wealth Management left its US Treasury 2 Year Note ETF share count unchanged in Q1 2026.
US Treasury 2 Year Note ETF made up 0.07% of BCS Private Wealth Management's portfolio in Q1 2026, its #173 holding.
BCS Private Wealth Management first reported a position in US Treasury 2 Year Note ETF in Q2 2025 and has held it in 3 quarters since.
BCS Private Wealth Management's US Treasury 2 Year Note ETF position peaked at $228K in Q4 2025.
73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.