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

EP Wealth 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	$2.59M	Sell	53,992 -4,396	-8%	-$212K	0.01%	519
2026 Q1	$2.82M	Buy	58,388 +702	+1%	+$34.1K	0.01%	407
2025 Q4	$2.8M	Buy	+57,686	New	+$2.8M	0.01%	374
2025 Q2	$2.5M	Buy	51,601 +2,288	+5%	+$111K	0.02%	371
2025 Q1	$2.39M	Buy	49,313 +12,403	+34%	+$598K	0.02%	334
2024 Q4	$1.77M	Buy	36,910 +78	+0.2%	+$3.76K	0.01%	378
2024 Q3	$1.8M	Buy	+36,832	New	+$1.78M	0.02%	377

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

EP Wealth Advisors's UTWO Position: Q2 2026 in Review

EP Wealth Advisors reduced its US Treasury 2 Year Note ETF (UTWO) stake by 7.5% in Q2 2026, selling an estimated $212K and leaving 53,992 shares worth $2.59M. The position accounts for 0.01% of the portfolio, ranked #519.

EP Wealth Advisors first reported a position in UTWO in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.82M in Q1 2026. 78 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

EP Wealth Advisors held 53,992 shares of US Treasury 2 Year Note ETF worth $2.59M as of Q2 2026.
EP Wealth Advisors sold 4,396 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $212K.
US Treasury 2 Year Note ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #519 holding.
EP Wealth Advisors first reported a position in US Treasury 2 Year Note ETF in Q3 2024 and has held it in 7 quarters since.
EP Wealth Advisors's US Treasury 2 Year Note ETF position peaked at $2.82M in Q1 2026.
78 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.