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Harbour Investments’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Harbour Investments’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
Q1 		– Sell
-3,727
Closed -$180K – 3311
2023
Q4 		$180K Sell
3,727
-300
-7% -$14.4K 0.01% 900
2023
Q3 		$193K Hold
4,027
– – 0.01% 801
2023
Q2 		$194K Hold
4,027
– – 0.01% 807
2023
Q1 		$198K Buy
4,027
+27
+0.7% +$1.32K 0.01% 775
2022
Q4 		$195K Buy
+4,000
New +$196K 0.01% 746

Other funds holding UTWO

W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Harbour Investments's UTWO Position: Q1 2024 in Review

Harbour Investments sold out of US Treasury 2 Year Note ETF (UTWO) in Q1 2024, closing a stake of 3,727 shares — an estimated $180K sold.

Harbour Investments first reported a position in UTWO in Q4 2022 and held it in 5 quarters. The position peaked at $198K in Q1 2023. 57 funds tracked by Wall St. Rank hold UTWO as of Q1 2024.

  • Harbour Investments reported no remaining US Treasury 2 Year Note ETF position as of Q1 2024 after selling out during the quarter.
  • Harbour Investments sold 3,727 US Treasury 2 Year Note ETF shares in Q1 2024, an estimated $180K.
  • Harbour Investments first reported a position in US Treasury 2 Year Note ETF in Q4 2022 and held it in 5 quarters.
  • Harbour Investments's US Treasury 2 Year Note ETF position peaked at $198K in Q1 2023.
  • 57 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2024.

Based on Harbour Investments's 13F filing for Q1 2024, filed 22 Jul 2024.