Benjamin F. Edwards & Company’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-952
Closed -$46K 2246
2024
Q1
$46K Buy
952
+249
+35% +$12K ﹤0.01% 1324
2023
Q4
$34K Buy
+703
New +$33.7K ﹤0.01% 1358

Other funds holding UTWO

Benjamin F. Edwards & Company's UTWO Position: Q2 2024 in Review

Benjamin F. Edwards & Company sold out of US Treasury 2 Year Note ETF (UTWO) in Q2 2024, closing a stake of 952 shares — an estimated $46K sold.

Benjamin F. Edwards & Company first reported a position in UTWO in Q4 2023 and held it in 2 quarters. The position peaked at $46K in Q1 2024. 56 funds tracked by Wall St. Rank hold UTWO as of Q2 2024.

  • Benjamin F. Edwards & Company reported no remaining US Treasury 2 Year Note ETF position as of Q2 2024 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 952 US Treasury 2 Year Note ETF shares in Q2 2024, an estimated $46K.
  • Benjamin F. Edwards & Company first reported a position in US Treasury 2 Year Note ETF in Q4 2023 and held it in 2 quarters.
  • Benjamin F. Edwards & Company's US Treasury 2 Year Note ETF position peaked at $46K in Q1 2024.
  • 56 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.