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Marino Stram & Associates’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Marino Stram & Associates’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
2025
Q1 		– Sell
-6,709
Closed -$322K – 175
2024
Q4 		$322K Sell
6,709
-364
-5% -$17.6K 0.07% 129
2024
Q3 		$345K Buy
7,073
+602
+9% +$29.1K 0.08% 126
2024
Q2 		$310K Sell
6,471
-212
-3% -$10.1K 0.08% 128
2024
Q1 		$321K Buy
6,683
+1,232
+23% +$59.4K 0.08% 133
2023
Q4 		$264K Buy
+5,451
New +$262K 0.07% 144

Other funds holding UTWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

Marino Stram & Associates's UTWO Position: Q1 2025 in Review

Marino Stram & Associates sold out of US Treasury 2 Year Note ETF (UTWO) in Q1 2025, closing a stake of 6,709 shares — an estimated $322K sold.

Marino Stram & Associates first reported a position in UTWO in Q4 2023 and held it in 5 quarters. The position peaked at $345K in Q3 2024. 67 funds tracked by Wall St. Rank hold UTWO as of Q1 2025.

  • Marino Stram & Associates reported no remaining US Treasury 2 Year Note ETF position as of Q1 2025 after selling out during the quarter.
  • Marino Stram & Associates sold 6,709 US Treasury 2 Year Note ETF shares in Q1 2025, an estimated $322K.
  • Marino Stram & Associates first reported a position in US Treasury 2 Year Note ETF in Q4 2023 and held it in 5 quarters.
  • Marino Stram & Associates's US Treasury 2 Year Note ETF position peaked at $345K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2025.

Based on Marino Stram & Associates's 13F filing for Q1 2025, filed 21 Apr 2025.