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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.18M Sell
2025
Q4
$1.23M Buy
2025
Q3
$996K Sell
2025
Q2
$1.24M Buy
2025
Q1
$466K Buy
2024
Q4
$235K Sell
2024
Q3
$270K Sell
2024
Q2
$358K Sell
2024
Q1
$449K Sell
2023
Q4
$1.25M Sell
2023
Q3
$1.61M Sell
2023
Q2
$1.66M Sell
2023
Q1
$1.82M Buy
2022
Q4
$554K Buy