BFC Planning, Inc.’s US Treasury 2 Year Note ETF UTWO Stock Holding History

BFC Planning, Inc.’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 Q3	$39K	Hold	823	–	–	﹤0.01%	1687
2026 Q2	$39.5K	Hold	823	–	–	﹤0.01%	1670
2026 Q1	$39.7K	Sell	823 -200	-20%	-$9.7K	﹤0.01%	1429
2025 Q4	$49.7K	Hold	1,023	–	–	﹤0.01%	1374
2025 Q3	$49.7K	Sell	1,023 -200	-16%	-$9.7K	﹤0.01%	1184
2025 Q2	$59.4K	Buy	1,223 +388	+46%	+$18.8K	﹤0.01%	1054
2025 Q1	$40.5K	Hold	835	–	–	﹤0.01%	1190
2024 Q4	$40.1K	Buy	835 +55	+7%	+$2.65K	﹤0.01%	1202
2024 Q3	$38K	Buy	+780	New	+$37.8K	﹤0.01%	1194

Other funds holding UTWO

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $325M AUM 9.79% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

49 Wealth Management Austin, Texas $1.66B AUM 9.74% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $100M AUM 11.84% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return

BFC Planning, Inc.'s UTWO Position: Q3 2026 in Review

BFC Planning, Inc. held its US Treasury 2 Year Note ETF (UTWO) position steady in Q3 2026 at 823 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

BFC Planning, Inc. first reported a position in UTWO in Q3 2024 and has held it in 9 quarters since. The position peaked at $59.4K in Q2 2025. 75 funds tracked by Wall St. Rank hold UTWO as of Q3 2026.

BFC Planning, Inc. held 823 shares of US Treasury 2 Year Note ETF worth $39K as of Q3 2026.
BFC Planning, Inc. left its US Treasury 2 Year Note ETF share count unchanged in Q3 2026.
US Treasury 2 Year Note ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1687 holding.
BFC Planning, Inc. first reported a position in US Treasury 2 Year Note ETF in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s US Treasury 2 Year Note ETF position peaked at $59.4K in Q2 2025.
75 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.