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
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

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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Global Retirement Partners's UTWO Position: Q4 2025 in Review

Global Retirement Partners reduced its US Treasury 2 Year Note ETF (UTWO) stake by 80% in Q4 2025, selling an estimated $79.3K and leaving 412 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #2866.

Global Retirement Partners first reported a position in UTWO in Q2 2025 and has held it in 3 quarters since. The position peaked at $99.3K in Q3 2025. 67 funds tracked by Wall St. Rank hold UTWO as of Q4 2025.

  • Global Retirement Partners held 412 shares of US Treasury 2 Year Note ETF worth $20K as of Q4 2025.
  • Global Retirement Partners sold 1,633 US Treasury 2 Year Note ETF shares in Q4 2025, an estimated $79.3K.
  • US Treasury 2 Year Note ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2866 holding.
  • Global Retirement Partners first reported a position in US Treasury 2 Year Note ETF in Q2 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's US Treasury 2 Year Note ETF position peaked at $99.3K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.