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

DHJJ Financial 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	$103	Hold	2	–	–	﹤0.01%	1048
2026 Q1	$103	Hold	2	–	–	﹤0.01%	1036
2025 Q4	$104	Hold	2	–	–	﹤0.01%	995
2025 Q3	$104	Hold	2	–	–	﹤0.01%	961
2025 Q2	$103	Hold	2	–	–	﹤0.01%	935
2025 Q1	$102	Hold	2	–	–	﹤0.01%	890
2024 Q4	$100	Hold	2	–	–	﹤0.01%	857
2024 Q3	$100	Hold	2	–	–	﹤0.01%	838
2024 Q2	$97	Hold	2	–	–	﹤0.01%	796
2024 Q1	$97	Hold	2	–	–	﹤0.01%	781
2023 Q4	$97	Hold	2	–	–	﹤0.01%	771
2023 Q3	$96	Buy	+2	New	+$96	﹤0.01%	770

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 22.9% 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

DHJJ Financial Advisors's UTWO Position: Q2 2026 in Review

DHJJ Financial Advisors held its US Treasury 2 Year Note ETF (UTWO) position steady in Q2 2026 at 2 shares worth $103. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

DHJJ Financial Advisors first reported a position in UTWO in Q3 2023 and has held it in 12 quarters since. The position peaked at $104 in Q4 2025. 77 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

DHJJ Financial Advisors held 2 shares of US Treasury 2 Year Note ETF worth $103 as of Q2 2026.
DHJJ Financial Advisors left its US Treasury 2 Year Note ETF share count unchanged in Q2 2026.
US Treasury 2 Year Note ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #1048 holding.
DHJJ Financial Advisors first reported a position in US Treasury 2 Year Note ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's US Treasury 2 Year Note ETF position peaked at $104 in Q4 2025.
77 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.