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IHT Wealth Management’s US Treasury 2 Year Note ETF UTWO Stock Holding History

IHT Wealth Management’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
Q1 		– Sell
-21,540
Closed -$1.04M – 1152
2024
Q4 		$1.04M Buy
21,540
+1,451
+7% +$70K 0.03% 444
2024
Q3 		$979K Buy
20,089
+104
+0.5% +$5.03K 0.03% 508
2024
Q2 		$958K Buy
+19,985
New +$956K 0.04% 448

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

IHT Wealth Management's UTWO Position: Q1 2025 in Review

IHT Wealth Management sold out of US Treasury 2 Year Note ETF (UTWO) in Q1 2025, closing a stake of 21,540 shares — an estimated $1.04M sold.

IHT Wealth Management first reported a position in UTWO in Q2 2024 and held it in 3 quarters. The position peaked at $1.04M in Q4 2024. 67 funds tracked by Wall St. Rank hold UTWO as of Q1 2025.

  • IHT Wealth Management reported no remaining US Treasury 2 Year Note ETF position as of Q1 2025 after selling out during the quarter.
  • IHT Wealth Management sold 21,540 US Treasury 2 Year Note ETF shares in Q1 2025, an estimated $1.04M.
  • IHT Wealth Management first reported a position in US Treasury 2 Year Note ETF in Q2 2024 and held it in 3 quarters.
  • IHT Wealth Management's US Treasury 2 Year Note ETF position peaked at $1.04M in Q4 2024.
  • 67 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2025.

Based on IHT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.