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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IFP Advisors's UTWO Position: Q1 2026 in Review

IFP Advisors increased its US Treasury 2 Year Note ETF (UTWO) stake by 6.3% in Q1 2026, buying an estimated $62.4K and bringing the position to 21,808 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #668.

IFP Advisors first reported a position in UTWO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.5M in Q2 2025. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

IFP Advisors held 21,808 shares of US Treasury 2 Year Note ETF worth $1.05M as of Q1 2026.
IFP Advisors bought 1,286 US Treasury 2 Year Note ETF shares in Q1 2026, an estimated $62.4K.
US Treasury 2 Year Note ETF made up 0.02% of IFP Advisors's portfolio in Q1 2026, its #668 holding.
IFP Advisors first reported a position in US Treasury 2 Year Note ETF in Q2 2024 and has held it in 8 quarters since.
IFP Advisors's US Treasury 2 Year Note ETF position peaked at $1.5M in Q2 2025.
73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.