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Lindbrook Capital’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Lindbrook Capital’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
2024
Q2 		– Sell
-2,022
Closed -$97.2K – 2839
2024
Q1 		$97.2K Buy
2,022
+22
+1% +$1.06K 0.01% 543
2023
Q4 		$96.7K Buy
+2,000
New +$96K 0.01% 531

Other funds holding UTWO

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BIG
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

Lindbrook Capital's UTWO Position: Q2 2024 in Review

Lindbrook Capital sold out of US Treasury 2 Year Note ETF (UTWO) in Q2 2024, closing a stake of 2,022 shares — an estimated $97.2K sold.

Lindbrook Capital first reported a position in UTWO in Q4 2023 and held it in 2 quarters. The position peaked at $97.2K in Q1 2024. 56 funds tracked by Wall St. Rank hold UTWO as of Q2 2024.

  • Lindbrook Capital reported no remaining US Treasury 2 Year Note ETF position as of Q2 2024 after selling out during the quarter.
  • Lindbrook Capital sold 2,022 US Treasury 2 Year Note ETF shares in Q2 2024, an estimated $97.2K.
  • Lindbrook Capital first reported a position in US Treasury 2 Year Note ETF in Q4 2023 and held it in 2 quarters.
  • Lindbrook Capital's US Treasury 2 Year Note ETF position peaked at $97.2K in Q1 2024.
  • 56 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2024.

Based on Lindbrook Capital's 13F filing for Q2 2024, filed 31 Jul 2024.