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Maridea Wealth Management’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Maridea Wealth Management’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 		$201K Sell
4,187
-70
-2% -$3.37K 0.02% 533
2026
Q1 		$206K Buy
+4,257
New +$207K 0.03% 430
2025
Q1 		– Sell
-20,407
Closed -$981K – 278
2024
Q4 		$981K Buy
+20,407
New +$984K 0.32% 55

Other funds holding UTWO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OG
Odyssey Group Lancaster, Pennsylvania $369M AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

Maridea Wealth Management's UTWO Position: Q2 2026 in Review

Maridea Wealth Management reduced its US Treasury 2 Year Note ETF (UTWO) stake by 1.6% in Q2 2026, selling an estimated $3.37K and leaving 4,187 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #533.

Maridea Wealth Management first reported a position in UTWO in Q4 2024 and has held it in 3 quarters since. The position peaked at $981K in Q4 2024. 78 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

  • Maridea Wealth Management held 4,187 shares of US Treasury 2 Year Note ETF worth $201K as of Q2 2026.
  • Maridea Wealth Management sold 70 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $3.37K.
  • US Treasury 2 Year Note ETF made up 0.02% of Maridea Wealth Management's portfolio in Q2 2026, its #533 holding.
  • Maridea Wealth Management first reported a position in US Treasury 2 Year Note ETF in Q4 2024 and has held it in 3 quarters since.
  • Maridea Wealth Management's US Treasury 2 Year Note ETF position peaked at $981K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.