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
Q3 		$36.7M Buy
776,116
+84,034
+12% +$4.02M 0.01% 1221
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

Hapanowicz & Associates Financial Services
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $325M AUM 9.79% 1-Year Est. Return
Insight Wealth Partners
Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return
Marshall & Sterling Wealth Advisors
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $175M AUM 11.16% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
HighRoad Wealth Advisors
HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return
KPP Advisory Services
KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
4Wealth Advisors
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

LPL Financial's UTWO Position: Q3 2026 in Review

LPL Financial increased its US Treasury 2 Year Note ETF (UTWO) stake by 12% in Q3 2026, buying an estimated $4.02M and bringing the position to 776,116 shares worth $36.7M. The position accounts for 0.01% of the portfolio, ranked #1221.

LPL Financial first reported a position in UTWO in Q4 2022 and has held it in 16 quarters since. 38 funds tracked by Wall St. Rank hold UTWO as of Q3 2026.

  • LPL Financial held 776,116 shares of US Treasury 2 Year Note ETF worth $36.7M as of Q3 2026.
  • LPL Financial bought 84,034 US Treasury 2 Year Note ETF shares in Q3 2026, an estimated $4.02M.
  • US Treasury 2 Year Note ETF made up 0.01% of LPL Financial's portfolio in Q3 2026, its #1221 holding.
  • LPL Financial first reported a position in US Treasury 2 Year Note ETF in Q4 2022 and has held it in 16 quarters since.
  • 38 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.