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

Meridian 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
2025
Q1 		– Sell
-5,905
Closed -$284K – 651
2024
Q4 		$284K Sell
5,905
-5,477
-48% -$264K 0.01% 527
2024
Q3 		$555K Sell
11,382
-5,295
-32% -$256K 0.03% 391
2024
Q2 		$800K Buy
+16,677
New +$797K 0.1% 131

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FTUS
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4WM
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CPBTD
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
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EAM
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Meridian Wealth Management's UTWO Position: Q1 2025 in Review

Meridian Wealth Management sold out of US Treasury 2 Year Note ETF (UTWO) in Q1 2025, closing a stake of 5,905 shares — an estimated $284K sold.

Meridian Wealth Management first reported a position in UTWO in Q2 2024 and held it in 3 quarters. The position peaked at $800K in Q2 2024. 67 funds tracked by Wall St. Rank hold UTWO as of Q1 2025.

  • Meridian Wealth Management reported no remaining US Treasury 2 Year Note ETF position as of Q1 2025 after selling out during the quarter.
  • Meridian Wealth Management sold 5,905 US Treasury 2 Year Note ETF shares in Q1 2025, an estimated $284K.
  • Meridian Wealth Management first reported a position in US Treasury 2 Year Note ETF in Q2 2024 and held it in 3 quarters.
  • Meridian Wealth Management's US Treasury 2 Year Note ETF position peaked at $800K in Q2 2024.
  • 67 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2025.

Based on Meridian Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.