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F/M Investments’s US Treasury 2 Year Note ETF UTWO Stock Holding History

F/M Investments’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 		$247K Sell
5,147
-398
-7% -$19.2K 0.01% 328
2026
Q1 		$268K Sell
5,545
-49,390
-90% -$2.4M 0.02% 301
2025
Q4 		$2.67M Buy
54,935
+49,261
+868% +$2.39M 0.1% 206
2025
Q3 		$276K Sell
5,674
-65,873
-92% -$3.19M 0.01% 379
2025
Q2 		$3.47M Buy
71,547
+67,001
+1,474% +$3.24M 0.13% 179
2025
Q1 		$220K Buy
+4,546
New +$219K 0.01% 377
2024
Q4 		– Sell
-14,106
Closed -$689K – 414
2024
Q3 		$689K Buy
+14,106
New +$683K 0.02% 278
2024
Q2 		– Sell
-11,474
Closed -$552K – 342
2024
Q1 		$552K Sell
11,474
-58,644
-84% -$2.83M 0.37% 44
2023
Q4 		$3.39M Buy
70,118
+57,874
+473% +$2.78M 1.92% 17
2023
Q3 		$587K Buy
12,244
+1,029
+9% +$49.4K 0.44% 46
2023
Q2 		$541K Buy
11,215
+152
+1% +$7.41K 0.4% 47
2023
Q1 		$544K Buy
11,063
+756
+7% +$37K 0.55% 37
2022
Q4 		$503K Sell
10,307
-26,154
-72% -$1.28M 0.61% 38
2022
Q3 		$1.79M Buy
+36,461
New +$1.81M 2.91% 13

Other funds holding UTWO

Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OG
Odyssey Group Lancaster, Pennsylvania $369M AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
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
LC
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

F/M Investments's UTWO Position: Q2 2026 in Review

F/M Investments reduced its US Treasury 2 Year Note ETF (UTWO) stake by 7.2% in Q2 2026, selling an estimated $19.2K and leaving 5,147 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #328.

F/M Investments first reported a position in UTWO in Q3 2022 and has held it in 14 quarters since. The position peaked at $3.47M in Q2 2025. 78 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

  • F/M Investments held 5,147 shares of US Treasury 2 Year Note ETF worth $247K as of Q2 2026.
  • F/M Investments sold 398 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $19.2K.
  • US Treasury 2 Year Note ETF made up 0.01% of F/M Investments's portfolio in Q2 2026, its #328 holding.
  • F/M Investments first reported a position in US Treasury 2 Year Note ETF in Q3 2022 and has held it in 14 quarters since.
  • F/M Investments's US Treasury 2 Year Note ETF position peaked at $3.47M in Q2 2025.
  • 78 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.