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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
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

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WBC
West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM

Kraft Davis & Associates's UTWO Position: Q2 2026 in Review

Kraft Davis & Associates held its US Treasury 2 Year Note ETF (UTWO) position steady in Q2 2026 at 4,480 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #145.

Kraft Davis & Associates first reported a position in UTWO in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.29M in Q2 2024. 10 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

  • Kraft Davis & Associates held 4,480 shares of US Treasury 2 Year Note ETF worth $215K as of Q2 2026.
  • Kraft Davis & Associates left its US Treasury 2 Year Note ETF share count unchanged in Q2 2026.
  • US Treasury 2 Year Note ETF made up 0.04% of Kraft Davis & Associates's portfolio in Q2 2026, its #145 holding.
  • Kraft Davis & Associates first reported a position in US Treasury 2 Year Note ETF in Q1 2024 and has held it in 9 quarters since.
  • Kraft Davis & Associates's US Treasury 2 Year Note ETF position peaked at $3.29M in Q2 2024.
  • 10 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.