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Heck Capital Advisors’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Heck Capital Advisors’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 		– Sell
-6,463
Closed -$314K – 220
2025
Q3 		$314K Sell
6,463
-8,926
-58% -$432K 0.02% 172
2025
Q2 		$747K Sell
15,389
-220
-1% -$10.6K 0.06% 111
2025
Q1 		$757K Buy
15,609
+2,724
+21% +$131K 0.09% 95
2024
Q4 		$619K Buy
+12,885
New +$621K 0.07% 102

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
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

Heck Capital Advisors's UTWO Position: Q4 2025 in Review

Heck Capital Advisors sold out of US Treasury 2 Year Note ETF (UTWO) in Q4 2025, closing a stake of 6,463 shares — an estimated $314K sold.

Heck Capital Advisors first reported a position in UTWO in Q4 2024 and held it in 4 quarters. The position peaked at $757K in Q1 2025. 67 funds tracked by Wall St. Rank hold UTWO as of Q4 2025.

  • Heck Capital Advisors reported no remaining US Treasury 2 Year Note ETF position as of Q4 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 6,463 US Treasury 2 Year Note ETF shares in Q4 2025, an estimated $314K.
  • Heck Capital Advisors first reported a position in US Treasury 2 Year Note ETF in Q4 2024 and held it in 4 quarters.
  • Heck Capital Advisors's US Treasury 2 Year Note ETF position peaked at $757K in Q1 2025.
  • 67 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q4 2025.

Based on Heck Capital Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.