Brentview Investment Management’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Brentview Investment 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	$192K	Hold	4,000	–	–	0.08%	39
2026 Q1	$193K	Hold	4,000	–	–	0.08%	39
2025 Q4	$194K	Hold	4,000	–	–	0.09%	40
2025 Q3	$194K	Hold	4,000	–	–	0.09%	41
2025 Q2	$194K	Hold	4,000	–	–	0.1%	41
2025 Q1	$194K	Buy	+4,000	New	+$193K	0.1%	41

Other funds holding UTWO

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return

MSWA

Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Brentview Investment Management's UTWO Position: Q2 2026 in Review

Brentview Investment Management held its US Treasury 2 Year Note ETF (UTWO) position steady in Q2 2026 at 4,000 shares worth $192K. The position accounts for 0.08% of the portfolio, ranked #39.

Brentview Investment Management first reported a position in UTWO in Q1 2025 and has held it in 6 quarters since. The position peaked at $194K in Q4 2025. 32 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

Brentview Investment Management held 4,000 shares of US Treasury 2 Year Note ETF worth $192K as of Q2 2026.
Brentview Investment Management left its US Treasury 2 Year Note ETF share count unchanged in Q2 2026.
US Treasury 2 Year Note ETF made up 0.08% of Brentview Investment Management's portfolio in Q2 2026, its #39 holding.
Brentview Investment Management first reported a position in US Treasury 2 Year Note ETF in Q1 2025 and has held it in 6 quarters since.
Brentview Investment Management's US Treasury 2 Year Note ETF position peaked at $194K in Q4 2025.
32 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on Brentview Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.