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

IFP 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	$390K	Sell	8,232 -13,582	-62%	-$650K	0.01%	1189
2026 Q2	$1.05M	Buy	21,814 +6	+0%	+$289	0.02%	719
2026 Q1	$1.05M	Buy	21,808 +1,286	+6%	+$62.4K	0.02%	668
2025 Q4	$997K	Sell	20,522 -168	-0.8%	-$8.16K	0.02%	670
2025 Q3	$1M	Sell	20,690 -10,275	-33%	-$498K	0.03%	598
2025 Q2	$1.5M	Buy	30,965 +8,432	+37%	+$408K	0.04%	433
2025 Q1	$1.09M	Sell	22,533 -3,656	-14%	-$176K	0.03%	531
2024 Q4	$1.26M	Buy	26,189 +2,091	+9%	+$101K	0.04%	463
2024 Q3	$1.17M	Buy	24,098 +2,159	+10%	+$104K	0.04%	436
2024 Q2	$1.05M	Buy	+21,939	New	+$1.05M	0.04%	430

Other funds holding UTWO

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $325M AUM 9.79% 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

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

HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return

KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

IFP Advisors's UTWO Position: Q3 2026 in Review

IFP Advisors reduced its US Treasury 2 Year Note ETF (UTWO) stake by 62% in Q3 2026, selling an estimated $650K and leaving 8,232 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #1189.

IFP Advisors first reported a position in UTWO in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.5M in Q2 2025. 26 funds tracked by Wall St. Rank hold UTWO as of Q3 2026.

IFP Advisors held 8,232 shares of US Treasury 2 Year Note ETF worth $390K as of Q3 2026.
IFP Advisors sold 13,582 US Treasury 2 Year Note ETF shares in Q3 2026, an estimated $650K.
US Treasury 2 Year Note ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1189 holding.
IFP Advisors first reported a position in US Treasury 2 Year Note ETF in Q2 2024 and has held it in 10 quarters since.
IFP Advisors's US Treasury 2 Year Note ETF position peaked at $1.5M in Q2 2025.
26 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.