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 Q1	$2.84M	Buy	+58,908	New	+$2.86M	0.4%	23

Other funds holding UTWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Insight Wealth Partners's UTWO Position: Q1 2026 in Review

Insight Wealth Partners opened a new position in US Treasury 2 Year Note ETF (UTWO) in Q1 2026: 58,908 shares worth $2.84M. The stake represents 0.4% of the portfolio and ranks #23 among its holdings.

73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

Insight Wealth Partners held 58,908 shares of US Treasury 2 Year Note ETF worth $2.84M as of Q1 2026.
US Treasury 2 Year Note ETF was a new Insight Wealth Partners position in Q1 2026.
US Treasury 2 Year Note ETF made up 0.4% of Insight Wealth Partners's portfolio in Q1 2026, its #23 holding.
73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.