Insight Wealth Partners
UTWO icon

Insight Wealth Partners’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Insight Wealth Partners’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 		$3.47M Buy
73,402
+189
+0.3% +$9.04K 0.46% 22
2026
Q2 		$3.51M Buy
73,213
+14,305
+24% +$689K 0.47% 22
2026
Q1 		$2.84M Buy
+58,908
New +$2.86M 0.4% 23

Other funds holding UTWO

Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
HighRoad Wealth Advisors
HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return
KPP Advisory Services
KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return
4Wealth Advisors
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
WealthBridge Capital Management
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Insight Wealth Partners's UTWO Position: Q3 2026 in Review

Insight Wealth Partners increased its US Treasury 2 Year Note ETF (UTWO) stake by 0.26% in Q3 2026, buying an estimated $9.04K and bringing the position to 73,402 shares worth $3.47M. The position accounts for 0.46% of the portfolio, ranked #22.

Insight Wealth Partners first reported a position in UTWO in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.51M in Q2 2026. 22 funds tracked by Wall St. Rank hold UTWO as of Q3 2026.

  • Insight Wealth Partners held 73,402 shares of US Treasury 2 Year Note ETF worth $3.47M as of Q3 2026.
  • Insight Wealth Partners bought 189 US Treasury 2 Year Note ETF shares in Q3 2026, an estimated $9.04K.
  • US Treasury 2 Year Note ETF made up 0.46% of Insight Wealth Partners's portfolio in Q3 2026, its #22 holding.
  • Insight Wealth Partners first reported a position in US Treasury 2 Year Note ETF in Q1 2026 and has held it in 3 quarters since.
  • Insight Wealth Partners's US Treasury 2 Year Note ETF position peaked at $3.51M in Q2 2026.
  • 22 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.