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Financial Guidance Group’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Financial Guidance Group’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
2024
Q3 		– Sell
-5,656
Closed -$271K – 68
2024
Q2 		$271K Sell
5,656
-514
-8% -$24.6K 0.17% 62
2024
Q1 		$297K Sell
6,170
-79
-1% -$3.81K 0.19% 50
2023
Q4 		$302K Sell
6,249
-25
-0.4% -$1.2K 0.21% 49
2023
Q3 		$301K Sell
6,274
-46
-0.7% -$2.21K 0.23% 45
2023
Q2 		$305K Buy
6,320
+1,796
+40% +$87.6K 0.22% 45
2023
Q1 		$222K Buy
+4,524
New +$221K 0.17% 50

Other funds holding UTWO

W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

Financial Guidance Group's UTWO Position: Q3 2024 in Review

Financial Guidance Group sold out of US Treasury 2 Year Note ETF (UTWO) in Q3 2024, closing a stake of 5,656 shares — an estimated $271K sold.

Financial Guidance Group first reported a position in UTWO in Q1 2023 and held it in 6 quarters. The position peaked at $305K in Q2 2023. 67 funds tracked by Wall St. Rank hold UTWO as of Q3 2024.

  • Financial Guidance Group reported no remaining US Treasury 2 Year Note ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Guidance Group sold 5,656 US Treasury 2 Year Note ETF shares in Q3 2024, an estimated $271K.
  • Financial Guidance Group first reported a position in US Treasury 2 Year Note ETF in Q1 2023 and held it in 6 quarters.
  • Financial Guidance Group's US Treasury 2 Year Note ETF position peaked at $305K in Q2 2023.
  • 67 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2024.

Based on Financial Guidance Group's 13F filing for Q3 2024, filed 23 Oct 2024.