IFG
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Independent Financial Group’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Independent Financial Group’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 		$961K Sell
20,031
-4,500
-18% -$217K 0.02% 707
2026
Q1 		$1.18M Sell
24,531
-844
-3% -$40.9K 0.03% 569
2025
Q4 		$1.23M Buy
25,375
+4,875
+24% +$237K 0.03% 547
2025
Q3 		$996K Sell
20,500
-5,082
-20% -$246K 0.02% 598
2025
Q2 		$1.24M Buy
25,582
+15,976
+166% +$773K 0.03% 481
2025
Q1 		$466K Buy
9,606
+4,727
+97% +$228K 0.02% 737
2024
Q4 		$235K Sell
4,879
-658
-12% -$31.7K 0.01% 1014
2024
Q3 		$270K Sell
5,537
-1,921
-26% -$93K 0.01% 921
2024
Q2 		$358K Sell
7,458
-1,876
-20% -$89.7K 0.01% 752
2024
Q1 		$449K Sell
9,334
-16,508
-64% -$795K 0.02% 625
2023
Q4 		$1.25M Sell
25,842
-7,748
-23% -$372K 0.07% 304
2023
Q3 		$1.61M Sell
33,590
-890
-3% -$42.8K 0.1% 218
2023
Q2 		$1.66M Sell
34,480
-2,450
-7% -$119K 0.11% 199
2023
Q1 		$1.82M Buy
36,930
+25,580
+225% +$1.25M 0.15% 157
2022
Q4 		$554K Buy
+11,350
New +$556K 0.05% 388

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 Financial Group's UTWO Position: Q2 2026 in Review

Independent Financial Group reduced its US Treasury 2 Year Note ETF (UTWO) stake by 18% in Q2 2026, selling an estimated $217K and leaving 20,031 shares worth $961K. The position accounts for 0.02% of the portfolio, ranked #707.

Independent Financial Group first reported a position in UTWO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.82M in Q1 2023. 78 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

  • Independent Financial Group held 20,031 shares of US Treasury 2 Year Note ETF worth $961K as of Q2 2026.
  • Independent Financial Group sold 4,500 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $217K.
  • US Treasury 2 Year Note ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #707 holding.
  • Independent Financial Group first reported a position in US Treasury 2 Year Note ETF in Q4 2022 and has held it in 15 quarters since.
  • Independent Financial Group's US Treasury 2 Year Note ETF position peaked at $1.82M in Q1 2023.
  • 78 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.