HighRoad Wealth Advisors’s US Treasury 2 Year Note ETF UTWO Stock Holding History

HighRoad Wealth 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
2026 Q3	$1.49M	Buy	+31,529	New	+$1.51M	1.25%	11

Other funds holding UTWO

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

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

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

Marshall & Sterling Wealth Advisors Poughkeepsie, New York $175M AUM 11.16% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Principia Wealth Advisory Dallas, Texas $199M AUM 14.58% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

HighRoad Wealth Advisors's UTWO Position: Q3 2026 in Review

HighRoad Wealth Advisors opened a new position in US Treasury 2 Year Note ETF (UTWO) in Q3 2026: 31,529 shares worth $1.49M. The stake represents 1.25% of the portfolio and ranks #11 among its holdings.

56 funds tracked by Wall St. Rank hold UTWO as of Q3 2026.

HighRoad Wealth Advisors held 31,529 shares of US Treasury 2 Year Note ETF worth $1.49M as of Q3 2026.
US Treasury 2 Year Note ETF was a new HighRoad Wealth Advisors position in Q3 2026.
US Treasury 2 Year Note ETF made up 1.25% of HighRoad Wealth Advisors's portfolio in Q3 2026, its #11 holding.
56 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2026.

Based on HighRoad Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.