Curran Financial Partners’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Curran Financial Partners’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	$885K	Sell	18,461 -737	-4%	-$35.5K	0.13%	75
2026 Q1	$927K	Sell	19,198 -4,580	-19%	-$222K	0.17%	64
2025 Q4	$1.15M	Buy	23,778 +2,661	+13%	+$129K	0.22%	58
2025 Q3	$1.03M	Buy	21,117 +4,830	+30%	+$234K	0.2%	66
2025 Q2	$791K	Buy	16,287 +4,552	+39%	+$220K	0.17%	65
2025 Q1	$569K	Sell	11,735 -1,006	-8%	-$48.5K	0.14%	62
2024 Q4	$612K	Sell	12,741 -2,350	-16%	-$113K	0.16%	60
2024 Q3	$736K	Sell	15,091 -1,640	-10%	-$79.4K	0.21%	58
2024 Q2	$802K	Buy	+16,731	New	+$800K	0.27%	53

Other funds holding UTWO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HAFS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Odyssey Group Lancaster, Pennsylvania $369M AUM

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

Curran Financial Partners's UTWO Position: Q2 2026 in Review

Curran Financial Partners reduced its US Treasury 2 Year Note ETF (UTWO) stake by 3.8% in Q2 2026, selling an estimated $35.5K and leaving 18,461 shares worth $885K. The position accounts for 0.13% of the portfolio, ranked #75.

Curran Financial Partners first reported a position in UTWO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.15M in Q4 2025. 78 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

Curran Financial Partners held 18,461 shares of US Treasury 2 Year Note ETF worth $885K as of Q2 2026.
Curran Financial Partners sold 737 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $35.5K.
US Treasury 2 Year Note ETF made up 0.13% of Curran Financial Partners's portfolio in Q2 2026, its #75 holding.
Curran Financial Partners first reported a position in US Treasury 2 Year Note ETF in Q2 2024 and has held it in 9 quarters since.
Curran Financial Partners's US Treasury 2 Year Note ETF position peaked at $1.15M in Q4 2025.
78 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.