Morgan Stanley
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Morgan Stanley’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Morgan Stanley’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 		$75.5M Buy
1,573,368
+280,738
+22% +$13.5M ﹤0.01% 1816
2026
Q1 		$62.4M Buy
1,292,630
+255,026
+25% +$12.4M ﹤0.01% 1868
2025
Q4 		$50.4M Buy
1,037,604
+96,676
+10% +$4.7M ﹤0.01% 2071
2025
Q3 		$45.7M Buy
940,928
+126,130
+15% +$6.11M ﹤0.01% 2086
2025
Q2 		$39.6M Buy
814,798
+88,082
+12% +$4.26M ﹤0.01% 2138
2025
Q1 		$35.2M Buy
726,716
+182,006
+33% +$8.77M ﹤0.01% 2143
2024
Q4 		$26.2M Buy
544,710
+66,114
+14% +$3.19M ﹤0.01% 2495
2024
Q3 		$23.3M Buy
478,596
+153,645
+47% +$7.44M ﹤0.01% 2650
2024
Q2 		$15.6M Buy
324,951
+23,025
+8% +$1.1M ﹤0.01% 2940
2024
Q1 		$14.5M Buy
301,926
+191,247
+173% +$9.21M ﹤0.01% 3018
2023
Q4 		$5.35M Buy
110,679
+72,439
+189% +$3.48M ﹤0.01% 3859
2023
Q3 		$1.83M Buy
+38,240
New +$1.84M ﹤0.01% 4441

Other funds holding UTWO

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley's UTWO Position: Q2 2026 in Review

Morgan Stanley increased its US Treasury 2 Year Note ETF (UTWO) stake by 22% in Q2 2026, buying an estimated $13.5M and bringing the position to 1,573,368 shares worth $75.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

Morgan Stanley first reported a position in UTWO in Q3 2023 and has held it in 12 quarters since. 78 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

  • Morgan Stanley held 1,573,368 shares of US Treasury 2 Year Note ETF worth $75.5M as of Q2 2026.
  • Morgan Stanley bought 280,738 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $13.5M.
  • US Treasury 2 Year Note ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #1816 holding.
  • Morgan Stanley first reported a position in US Treasury 2 Year Note ETF in Q3 2023 and has held it in 12 quarters since.
  • 78 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.