Northwestern Mutual Wealth Management
UTWO icon

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

Northwestern Mutual 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
2026
Q2 		$7.24K Sell
151
-99
-40% -$4.77K ﹤0.01% 3239
2026
Q1 		$12.1K Buy
+250
New +$12.1K ﹤0.01% 3001
2025
Q3 		– Sell
-200
Closed -$9.71K – 4057
2025
Q2 		$9.71K Buy
+200
New +$9.67K ﹤0.01% 2810
2024
Q4 		– Sell
-376
Closed -$18.3K – 3898
2024
Q3 		$18.3K Buy
+376
New +$18.2K ﹤0.01% 2496

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HAFS
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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 22.9% 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

Northwestern Mutual Wealth Management's UTWO Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its US Treasury 2 Year Note ETF (UTWO) stake by 40% in Q2 2026, selling an estimated $4.77K and leaving 151 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #3239.

Northwestern Mutual Wealth Management first reported a position in UTWO in Q3 2024 and has held it in 4 quarters since. The position peaked at $18.3K in Q3 2024. 77 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

  • Northwestern Mutual Wealth Management held 151 shares of US Treasury 2 Year Note ETF worth $7.24K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 99 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $4.77K.
  • US Treasury 2 Year Note ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3239 holding.
  • Northwestern Mutual Wealth Management first reported a position in US Treasury 2 Year Note ETF in Q3 2024 and has held it in 4 quarters since.
  • Northwestern Mutual Wealth Management's US Treasury 2 Year Note ETF position peaked at $18.3K in Q3 2024.
  • 77 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.