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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
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

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Envestnet Asset Management
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4WM
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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Maridea Wealth Management's UTWO Position: Q1 2026 in Review

Maridea Wealth Management opened a new position in US Treasury 2 Year Note ETF (UTWO) in Q1 2026: 4,257 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #430 among its holdings. This is a return to the name: Maridea Wealth Management previously reported a position in UTWO as recently as Q4 2024.

Maridea Wealth Management first reported a position in UTWO in Q4 2024 and has held it in 2 quarters since. The position peaked at $981K in Q4 2024. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

  • Maridea Wealth Management held 4,257 shares of US Treasury 2 Year Note ETF worth $206K as of Q1 2026.
  • US Treasury 2 Year Note ETF was a new Maridea Wealth Management position in Q1 2026.
  • US Treasury 2 Year Note ETF made up 0.03% of Maridea Wealth Management's portfolio in Q1 2026, its #430 holding.
  • Maridea Wealth Management first reported a position in US Treasury 2 Year Note ETF in Q4 2024 and has held it in 2 quarters since.
  • Maridea Wealth Management's US Treasury 2 Year Note ETF position peaked at $981K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.