Cambridge Investment Research Advisors
UTWO icon

Cambridge Investment Research Advisors’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Cambridge Investment Research 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
2026
Q2 		$453K Buy
9,452
+2,601
+38% +$125K ﹤0.01% 2835
2026
Q1 		$331K Buy
6,851
+102
+2% +$4.95K ﹤0.01% 3197
2025
Q4 		$328K Sell
6,749
-66
-1% -$3.21K ﹤0.01% 3111
2025
Q3 		$331K Sell
6,815
-104
-2% -$5.04K ﹤0.01% 3031
2025
Q2 		$336K Sell
6,919
-954
-12% -$46.1K ﹤0.01% 2884
2025
Q1 		$382K Sell
7,873
-757
-9% -$36.5K ﹤0.01% 2673
2024
Q4 		$415K Sell
8,630
-463
-5% -$22.3K ﹤0.01% 2582
2024
Q3 		$443K Buy
9,093
+2,198
+32% +$106K ﹤0.01% 2501
2024
Q2 		$331K Buy
6,895
+1,799
+35% +$86K ﹤0.01% 2621
2024
Q1 		$245K Buy
+5,096
New +$246K ﹤0.01% 2863

Other funds holding UTWO

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
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Cambridge Investment Research Advisors's UTWO Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its US Treasury 2 Year Note ETF (UTWO) stake by 38% in Q2 2026, buying an estimated $125K and bringing the position to 9,452 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #2835.

Cambridge Investment Research Advisors first reported a position in UTWO in Q1 2024 and has held it in 10 quarters since. 21 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

  • Cambridge Investment Research Advisors held 9,452 shares of US Treasury 2 Year Note ETF worth $453K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 2,601 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $125K.
  • US Treasury 2 Year Note ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2835 holding.
  • Cambridge Investment Research Advisors first reported a position in US Treasury 2 Year Note ETF in Q1 2024 and has held it in 10 quarters since.
  • 21 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.