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Clearstead Advisors’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Clearstead 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
2023
Q4 		– Sell
-1,200
Closed -$57.5K – 1647
2023
Q3 		$57.5K Buy
1,200
+600
+100% +$28.8K ﹤0.01% 860
2023
Q2 		$28.9K Hold
600
– – ﹤0.01% 838
2023
Q1 		$29.5K Buy
+600
New +$29.3K ﹤0.01% 775

Other funds holding UTWO

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BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clearstead Advisors's UTWO Position: Q4 2023 in Review

Clearstead Advisors sold out of US Treasury 2 Year Note ETF (UTWO) in Q4 2023, closing a stake of 1,200 shares — an estimated $57.5K sold.

Clearstead Advisors first reported a position in UTWO in Q1 2023 and held it in 3 quarters. The position peaked at $57.5K in Q3 2023. 59 funds tracked by Wall St. Rank hold UTWO as of Q4 2023.

  • Clearstead Advisors reported no remaining US Treasury 2 Year Note ETF position as of Q4 2023 after selling out during the quarter.
  • Clearstead Advisors sold 1,200 US Treasury 2 Year Note ETF shares in Q4 2023, an estimated $57.5K.
  • Clearstead Advisors first reported a position in US Treasury 2 Year Note ETF in Q1 2023 and held it in 3 quarters.
  • Clearstead Advisors's US Treasury 2 Year Note ETF position peaked at $57.5K in Q3 2023.
  • 59 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q4 2023.

Based on Clearstead Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.