GRP
UTWO icon

Global Retirement Partners’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Global Retirement Partners’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 		$19.8K Buy
+412
New +$19.8K ﹤0.01% 3065
2025
Q4 		$20K Sell
412
-1,633
-80% -$79.3K ﹤0.01% 2866
2025
Q3 		$99.3K Buy
2,045
+8
+0.4% +$387 ﹤0.01% 1512
2025
Q2 		$98.9K Buy
+2,037
New +$98.5K ﹤0.01% 1440

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 22.9% 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

Global Retirement Partners's UTWO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in US Treasury 2 Year Note ETF (UTWO) in Q2 2026: 412 shares worth $19.8K. The stake represents ﹤0.01% of the portfolio and ranks #3065 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UTWO as recently as Q4 2025.

Global Retirement Partners first reported a position in UTWO in Q2 2025 and has held it in 4 quarters since. The position peaked at $99.3K in Q3 2025. 77 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

  • Global Retirement Partners held 412 shares of US Treasury 2 Year Note ETF worth $19.8K as of Q2 2026.
  • US Treasury 2 Year Note ETF was a new Global Retirement Partners position in Q2 2026.
  • US Treasury 2 Year Note ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3065 holding.
  • Global Retirement Partners first reported a position in US Treasury 2 Year Note ETF in Q2 2025 and has held it in 4 quarters since.
  • Global Retirement Partners's US Treasury 2 Year Note ETF position peaked at $99.3K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.