LPL Financial
UTWO icon

LPL Financial’s US Treasury 2 Year Note ETF UTWO Stock Holding History

LPL Financial’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 		$33.2M Sell
692,082
-22,658
-3% -$1.09M 0.01% 1246
2026
Q1 		$34.5M Buy
714,740
+13,884
+2% +$674K 0.01% 1100
2025
Q4 		$34M Sell
700,856
-16,892
-2% -$821K 0.01% 1069
2025
Q3 		$34.9M Buy
717,748
+14,849
+2% +$719K 0.01% 1021
2025
Q2 		$34.1M Buy
702,899
+11,305
+2% +$547K 0.01% 952
2025
Q1 		$33.5M Sell
691,594
-422
-0.1% -$20.3K 0.01% 883
2024
Q4 		$33.3M Buy
692,016
+34,350
+5% +$1.66M 0.01% 834
2024
Q3 		$32.1M Buy
657,666
+221,153
+51% +$10.7M 0.01% 811
2024
Q2 		$20.9M Buy
436,513
+106,079
+32% +$5.07M 0.01% 948
2024
Q1 		$15.9M Buy
330,434
+34,902
+12% +$1.68M 0.01% 1053
2023
Q4 		$14.3M Buy
295,532
+32,254
+12% +$1.55M 0.01% 1042
2023
Q3 		$12.6M Buy
263,278
+25,909
+11% +$1.24M 0.01% 1031
2023
Q2 		$11.5M Buy
237,369
+48,982
+26% +$2.39M 0.01% 1065
2023
Q1 		$9.26M Buy
188,387
+85,898
+84% +$4.2M 0.01% 1133
2022
Q4 		$5M Buy
+102,489
New +$5.02M ﹤0.01% 1451

Other funds holding UTWO

HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 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
LC
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial's UTWO Position: Q2 2026 in Review

LPL Financial reduced its US Treasury 2 Year Note ETF (UTWO) stake by 3.2% in Q2 2026, selling an estimated $1.09M and leaving 692,082 shares worth $33.2M. The position accounts for 0.01% of the portfolio, ranked #1246.

LPL Financial first reported a position in UTWO in Q4 2022 and has held it in 15 quarters since. The position peaked at $34.9M in Q3 2025. 47 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

  • LPL Financial held 692,082 shares of US Treasury 2 Year Note ETF worth $33.2M as of Q2 2026.
  • LPL Financial sold 22,658 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $1.09M.
  • US Treasury 2 Year Note ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1246 holding.
  • LPL Financial first reported a position in US Treasury 2 Year Note ETF in Q4 2022 and has held it in 15 quarters since.
  • LPL Financial's US Treasury 2 Year Note ETF position peaked at $34.9M in Q3 2025.
  • 47 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.