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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
Q2 		$2.67M Sell
55,680
-9,342
-14% -$450K 0.01% 1070
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 $1.89T AUM 35.08% 1-Year Est. Return
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

NewEdge Advisors's UTWO Position: Q2 2026 in Review

NewEdge Advisors reduced its US Treasury 2 Year Note ETF (UTWO) stake by 14% in Q2 2026, selling an estimated $450K and leaving 55,680 shares worth $2.67M. The position accounts for 0.01% of the portfolio, ranked #1070.

NewEdge Advisors first reported a position in UTWO in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.73M in Q3 2024. 78 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

  • NewEdge Advisors held 55,680 shares of US Treasury 2 Year Note ETF worth $2.67M as of Q2 2026.
  • NewEdge Advisors sold 9,342 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $450K.
  • US Treasury 2 Year Note ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1070 holding.
  • NewEdge Advisors first reported a position in US Treasury 2 Year Note ETF in Q1 2023 and has held it in 14 quarters since.
  • NewEdge Advisors's US Treasury 2 Year Note ETF position peaked at $3.73M in Q3 2024.
  • 78 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.