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Flagship Private Wealth’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Flagship Private Wealth’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
2025
Q2 		– Sell
-6,890
Closed -$334K – 110
2025
Q1 		$334K Hold
6,890
– – 0.16% 72
2024
Q4 		$331K Sell
6,890
-3,548
-34% -$171K 0.16% 76
2024
Q3 		$509K Sell
10,438
-90
-0.9% -$4.36K 0.26% 61
2024
Q2 		$505K Sell
10,528
-10,513
-50% -$503K 0.3% 55
2024
Q1 		$1.01M Sell
21,041
-18,287
-46% -$881K 0.65% 30
2023
Q4 		$1.9M Buy
+39,328
New +$1.89M 1.46% 23

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
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

Flagship Private Wealth's UTWO Position: Q2 2025 in Review

Flagship Private Wealth sold out of US Treasury 2 Year Note ETF (UTWO) in Q2 2025, closing a stake of 6,890 shares — an estimated $334K sold.

Flagship Private Wealth first reported a position in UTWO in Q4 2023 and held it in 6 quarters. The position peaked at $1.9M in Q4 2023. 60 funds tracked by Wall St. Rank hold UTWO as of Q2 2025.

  • Flagship Private Wealth reported no remaining US Treasury 2 Year Note ETF position as of Q2 2025 after selling out during the quarter.
  • Flagship Private Wealth sold 6,890 US Treasury 2 Year Note ETF shares in Q2 2025, an estimated $334K.
  • Flagship Private Wealth first reported a position in US Treasury 2 Year Note ETF in Q4 2023 and held it in 6 quarters.
  • Flagship Private Wealth's US Treasury 2 Year Note ETF position peaked at $1.9M in Q4 2023.
  • 60 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2025.

Based on Flagship Private Wealth's 13F filing for Q2 2025, filed 21 Jul 2025.