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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

F/M Investments's UTWO Position: Q1 2026 in Review

F/M Investments reduced its US Treasury 2 Year Note ETF (UTWO) stake by 90% in Q1 2026, selling an estimated $2.4M and leaving 5,545 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #301.

F/M Investments first reported a position in UTWO in Q3 2022 and has held it in 13 quarters since. The position peaked at $3.47M in Q2 2025. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

F/M Investments held 5,545 shares of US Treasury 2 Year Note ETF worth $268K as of Q1 2026.
F/M Investments sold 49,390 US Treasury 2 Year Note ETF shares in Q1 2026, an estimated $2.4M.
US Treasury 2 Year Note ETF made up 0.02% of F/M Investments's portfolio in Q1 2026, its #301 holding.
F/M Investments first reported a position in US Treasury 2 Year Note ETF in Q3 2022 and has held it in 13 quarters since.
F/M Investments's US Treasury 2 Year Note ETF position peaked at $3.47M in Q2 2025.
73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.