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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
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

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

Insight Wealth Partners's UTWO Position: Q2 2026 in Review

Insight Wealth Partners increased its US Treasury 2 Year Note ETF (UTWO) stake by 24% in Q2 2026, buying an estimated $689K and bringing the position to 73,213 shares worth $3.51M. The position accounts for 0.47% of the portfolio, ranked #22.

Insight Wealth Partners first reported a position in UTWO in Q1 2026 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

  • Insight Wealth Partners held 73,213 shares of US Treasury 2 Year Note ETF worth $3.51M as of Q2 2026.
  • Insight Wealth Partners bought 14,305 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $689K.
  • US Treasury 2 Year Note ETF made up 0.47% of Insight Wealth Partners's portfolio in Q2 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 2 quarters since.
  • 78 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.