Kraft Davis & Associates’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Kraft Davis & Associates’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	$213K	Hold	4,480	–	–	0.05%	141
2026 Q2	$215K	Hold	4,480	–	–	0.04%	145
2026 Q1	$216K	Sell	4,480 -42,541	-90%	-$2.06M	0.05%	142
2025 Q4	$2.28M	Buy	47,021 +1,241	+3%	+$60.3K	0.51%	41
2025 Q3	$2.22M	Buy	+45,780	New	+$2.22M	0.54%	40
2025 Q2	–	Sell	-22,088	Closed	-$1.07M	–	152
2025 Q1	$1.07M	Sell	22,088 -44,796	-67%	-$2.16M	0.35%	49
2024 Q4	$3.21M	Buy	66,884 +5,050	+8%	+$244K	0.92%	30
2024 Q3	$2.98M	Sell	61,834 -6,446	-9%	-$312K	0.89%	30
2024 Q2	$3.29M	Buy	68,280 +15,010	+28%	+$718K	1%	29
2024 Q1	$2.55M	Buy	+53,270	New	+$2.57M	0.77%	34

Other funds holding UTWO

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $325M AUM 9.79% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

49 Wealth Management Austin, Texas $1.66B AUM 9.74% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $100M AUM 11.84% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return

Kraft Davis & Associates's UTWO Position: Q3 2026 in Review

Kraft Davis & Associates held its US Treasury 2 Year Note ETF (UTWO) position steady in Q3 2026 at 4,480 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #141.

Kraft Davis & Associates first reported a position in UTWO in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.29M in Q2 2024. 75 funds tracked by Wall St. Rank hold UTWO as of Q3 2026.

Kraft Davis & Associates held 4,480 shares of US Treasury 2 Year Note ETF worth $213K as of Q3 2026.
Kraft Davis & Associates left its US Treasury 2 Year Note ETF share count unchanged in Q3 2026.
US Treasury 2 Year Note ETF made up 0.05% of Kraft Davis & Associates's portfolio in Q3 2026, its #141 holding.
Kraft Davis & Associates first reported a position in US Treasury 2 Year Note ETF in Q1 2024 and has held it in 10 quarters since.
Kraft Davis & Associates's US Treasury 2 Year Note ETF position peaked at $3.29M in Q2 2024.
75 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2026.

Based on Kraft Davis & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.