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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
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
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EP Wealth Advisors's UTWO Position: Q1 2026 in Review

EP Wealth Advisors increased its US Treasury 2 Year Note ETF (UTWO) stake by 1.2% in Q1 2026, buying an estimated $34.1K and bringing the position to 58,388 shares worth $2.82M. The position accounts for 0.01% of the portfolio, ranked #407.

EP Wealth Advisors first reported a position in UTWO in Q3 2024 and has held it in 6 quarters since. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

  • EP Wealth Advisors held 58,388 shares of US Treasury 2 Year Note ETF worth $2.82M as of Q1 2026.
  • EP Wealth Advisors bought 702 US Treasury 2 Year Note ETF shares in Q1 2026, an estimated $34.1K.
  • US Treasury 2 Year Note ETF made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #407 holding.
  • EP Wealth Advisors first reported a position in US Treasury 2 Year Note ETF in Q3 2024 and has held it in 6 quarters since.
  • 73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.