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 Q3	$761K	Sell	16,081 -3,950	-20%	-$189K	0.01%	790
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

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FCM

Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return

Independent Financial Group's UTWO Position: Q3 2026 in Review

Independent Financial Group reduced its US Treasury 2 Year Note ETF (UTWO) stake by 20% in Q3 2026, selling an estimated $189K and leaving 16,081 shares worth $761K. The position accounts for 0.01% of the portfolio, ranked #790.

Independent Financial Group first reported a position in UTWO in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.82M in Q1 2023. 4 funds tracked by Wall St. Rank hold UTWO as of Q3 2026.

Independent Financial Group held 16,081 shares of US Treasury 2 Year Note ETF worth $761K as of Q3 2026.
Independent Financial Group sold 3,950 US Treasury 2 Year Note ETF shares in Q3 2026, an estimated $189K.
US Treasury 2 Year Note ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #790 holding.
Independent Financial Group first reported a position in US Treasury 2 Year Note ETF in Q4 2022 and has held it in 16 quarters since.
Independent Financial Group's US Treasury 2 Year Note ETF position peaked at $1.82M in Q1 2023.
4 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.