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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

DHJJ Financial Advisors's UTWO Position: Q1 2026 in Review

DHJJ Financial Advisors held its US Treasury 2 Year Note ETF (UTWO) position steady in Q1 2026 at 2 shares worth $103. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

DHJJ Financial Advisors first reported a position in UTWO in Q3 2023 and has held it in 11 quarters since. The position peaked at $104 in Q4 2025. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

DHJJ Financial Advisors held 2 shares of US Treasury 2 Year Note ETF worth $103 as of Q1 2026.
DHJJ Financial Advisors left its US Treasury 2 Year Note ETF share count unchanged in Q1 2026.
US Treasury 2 Year Note ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #1036 holding.
DHJJ Financial Advisors first reported a position in US Treasury 2 Year Note ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's US Treasury 2 Year Note ETF position peaked at $104 in Q4 2025.
73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.