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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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
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
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Independent Advisor Alliance's UTWO Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in US Treasury 2 Year Note ETF (UTWO) in Q1 2026: 5,028 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #1422 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in UTWO as recently as Q3 2023.

Independent Advisor Alliance first reported a position in UTWO in Q1 2023 and has held it in 4 quarters since. The position peaked at $295K in Q1 2023. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

  • Independent Advisor Alliance held 5,028 shares of US Treasury 2 Year Note ETF worth $243K as of Q1 2026.
  • US Treasury 2 Year Note ETF was a new Independent Advisor Alliance position in Q1 2026.
  • US Treasury 2 Year Note ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1422 holding.
  • Independent Advisor Alliance first reported a position in US Treasury 2 Year Note ETF in Q1 2023 and has held it in 4 quarters since.
  • Independent Advisor Alliance's US Treasury 2 Year Note ETF position peaked at $295K in Q1 2023.
  • 73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.