NA
UTWO icon

NewEdge Advisors’s US Treasury 2 Year Note ETF UTWO Stock Holding History

NewEdge Advisors’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 		$3.14M Buy
65,022
+1,269
+2% +$61.6K 0.01% 881
2025
Q4 		$3.1M Sell
63,753
-1,644
-3% -$79.9K 0.01% 857
2025
Q3 		$3.18M Sell
65,397
-217
-0.3% -$10.5K 0.01% 796
2025
Q2 		$3.18M Buy
65,614
+889
+1% +$43K 0.02% 738
2025
Q1 		$3.14M Sell
64,725
-2,505
-4% -$121K 0.02% 665
2024
Q4 		$3.23M Sell
67,230
-9,177
-12% -$442K 0.02% 641
2024
Q3 		$3.73M Buy
76,407
+46,282
+154% +$2.24M 0.02% 572
2024
Q2 		$1.44M Buy
30,125
+338
+1% +$16.2K 0.01% 902
2024
Q1 		$1.43M Buy
29,787
+207
+0.7% +$9.97K 0.01% 826
2023
Q4 		$1.43M Buy
29,580
+6,632
+29% +$318K 0.01% 787
2023
Q3 		$1.1M Buy
22,948
+252
+1% +$12.1K 0.01% 827
2023
Q2 		$1.09M Sell
22,696
-19,189
-46% -$936K 0.01% 821
2023
Q1 		$2.06M Buy
+41,885
New +$2.05M 0.03% 530

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 $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