Morgan Stanley
UTWO icon

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
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
+80,568
+36% +$3.88M ﹤0.01% 3018
2023
Q4 		$10.7M Buy
221,358
+183,118
+479% +$8.79M ﹤0.01% 3859
2023
Q3 		$1.83M Buy
+38,240
New +$1.84M ﹤0.01% 4441

Other funds holding UTWO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return