EH
UTWO icon

Equitable Holdings’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Equitable Holdings’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 		$269K Buy
5,540
+415
+8% +$20.1K ﹤0.01% 1500
2025
Q4 		$249K Sell
5,125
-104
-2% -$5.05K ﹤0.01% 1411
2025
Q3 		$254K Buy
5,229
+1
+0% +$48 ﹤0.01% 1349
2025
Q2 		$254K Sell
5,228
-24
-0.5% -$1.16K ﹤0.01% 1266
2025
Q1 		$255K Sell
5,252
-5,347
-50% -$258K ﹤0.01% 1166
2024
Q4 		$509K Sell
10,599
-7,330
-41% -$353K ﹤0.01% 865
2024
Q3 		$874K Buy
17,929
+6,146
+52% +$297K 0.01% 712
2024
Q2 		$565K Sell
11,783
-104
-0.9% -$4.97K 0.01% 798
2024
Q1 		$572K Buy
11,887
+3,810
+47% +$184K 0.01% 764
2023
Q4 		$390K Buy
8,077
+2,804
+53% +$135K ﹤0.01% 852
2023
Q3 		$253K Buy
+5,273
New +$253K ﹤0.01% 926

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

Equitable Holdings's UTWO Position: Q1 2026 in Review

Equitable Holdings increased its US Treasury 2 Year Note ETF (UTWO) stake by 8.1% in Q1 2026, buying an estimated $20.1K and bringing the position to 5,540 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Equitable Holdings first reported a position in UTWO in Q3 2023 and has held it in 11 quarters since. The position peaked at $874K in Q3 2024. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

  • Equitable Holdings held 5,540 shares of US Treasury 2 Year Note ETF worth $269K as of Q1 2026.
  • Equitable Holdings bought 415 US Treasury 2 Year Note ETF shares in Q1 2026, an estimated $20.1K.
  • US Treasury 2 Year Note ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1500 holding.
  • Equitable Holdings first reported a position in US Treasury 2 Year Note ETF in Q3 2023 and has held it in 11 quarters since.
  • Equitable Holdings's US Treasury 2 Year Note ETF position peaked at $874K in Q3 2024.
  • 73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.