Envestnet Asset Management
UTWO icon

Envestnet Asset Management’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Envestnet Asset Management’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 		$10.3M Buy
215,713
+23,768
+12% +$1.14M ﹤0.01% 1914
2026
Q1 		$9.27M Buy
191,945
+9,140
+5% +$443K ﹤0.01% 1882
2025
Q4 		$8.88M Buy
182,805
+11,349
+7% +$551K ﹤0.01% 1780
2025
Q3 		$8.33M Buy
171,456
+70,553
+70% +$3.42M ﹤0.01% 1883
2025
Q2 		$4.9M Sell
100,903
-4,194
-4% -$203K ﹤0.01% 2210
2025
Q1 		$5.09M Buy
105,097
+23,710
+29% +$1.14M ﹤0.01% 2113
2024
Q4 		$3.91M Buy
81,387
+47,282
+139% +$2.28M ﹤0.01% 2268
2024
Q3 		$1.66M Buy
34,105
+26,935
+376% +$1.3M ﹤0.01% 2788
2024
Q2 		$344K Sell
7,170
-44,002
-86% -$2.1M ﹤0.01% 3652
2024
Q1 		$2.46M Sell
51,172
-25,196
-33% -$1.21M ﹤0.01% 2452
2023
Q4 		$3.69M Buy
76,368
+66,063
+641% +$3.17M ﹤0.01% 2091
2023
Q3 		$494K Buy
10,305
+1,583
+18% +$76.1K ﹤0.01% 3261
2023
Q2 		$421K Buy
8,722
+165
+2% +$8.05K ﹤0.01% 3300
2023
Q1 		$421K Buy
+8,557
New +$418K ﹤0.01% 3258

Other funds holding UTWO

HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
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
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Envestnet Asset Management's UTWO Position: Q2 2026 in Review

Envestnet Asset Management increased its US Treasury 2 Year Note ETF (UTWO) stake by 12% in Q2 2026, buying an estimated $1.14M and bringing the position to 215,713 shares worth $10.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

Envestnet Asset Management first reported a position in UTWO in Q1 2023 and has held it in 14 quarters since. 41 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

  • Envestnet Asset Management held 215,713 shares of US Treasury 2 Year Note ETF worth $10.3M as of Q2 2026.
  • Envestnet Asset Management bought 23,768 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $1.14M.
  • US Treasury 2 Year Note ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1914 holding.
  • Envestnet Asset Management first reported a position in US Treasury 2 Year Note ETF in Q1 2023 and has held it in 14 quarters since.
  • 41 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.