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Independent Advisor Alliance’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Independent Advisor Alliance’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
Q2 		– Sell
-5,028
Closed -$243K – 1599
2026
Q1 		$243K Buy
+5,028
New +$244K ﹤0.01% 1422
2023
Q4 		– Sell
-6,000
Closed -$288K – 708
2023
Q3 		$288K Hold
6,000
– – 0.01% 526
2023
Q2 		$289K Hold
6,000
– – 0.01% 538
2023
Q1 		$295K Buy
+6,000
New +$293K 0.01% 519

Other funds holding UTWO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OG
Odyssey Group Lancaster, Pennsylvania $369M AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

Independent Advisor Alliance's UTWO Position: Q2 2026 in Review

Independent Advisor Alliance sold out of US Treasury 2 Year Note ETF (UTWO) in Q2 2026, closing a stake of 5,028 shares — an estimated $243K sold.

Independent Advisor Alliance first reported a position in UTWO in Q1 2023 and held it in 4 quarters. The position peaked at $295K in Q1 2023. 78 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

  • Independent Advisor Alliance reported no remaining US Treasury 2 Year Note ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 5,028 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $243K.
  • Independent Advisor Alliance first reported a position in US Treasury 2 Year Note ETF in Q1 2023 and held it in 4 quarters.
  • Independent Advisor Alliance's US Treasury 2 Year Note ETF position peaked at $295K in Q1 2023.
  • 78 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.