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O'Rourke & Company’s US Treasury 2 Year Note ETF UTWO Stock Holding History

O'Rourke & Company’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 		– Sell
-4,454
Closed -$216K – 176
2025
Q4 		$216K Buy
4,454
+17
+0.4% +$826 0.08% 154
2025
Q3 		$215K Sell
4,437
-975
-18% -$47.2K 0.09% 153
2025
Q2 		$263K Buy
5,412
+24
+0.4% +$1.16K 0.12% 135
2025
Q1 		$261K Buy
5,388
+17
+0.3% +$819 0.13% 134
2024
Q4 		$258K Buy
+5,371
New +$259K 0.13% 136

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 $377B 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 $666B 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

O'Rourke & Company's UTWO Position: Q1 2026 in Review

O'Rourke & Company sold out of US Treasury 2 Year Note ETF (UTWO) in Q1 2026, closing a stake of 4,454 shares — an estimated $216K sold.

O'Rourke & Company first reported a position in UTWO in Q4 2024 and held it in 5 quarters. The position peaked at $263K in Q2 2025. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

  • O'Rourke & Company reported no remaining US Treasury 2 Year Note ETF position as of Q1 2026 after selling out during the quarter.
  • O'Rourke & Company sold 4,454 US Treasury 2 Year Note ETF shares in Q1 2026, an estimated $216K.
  • O'Rourke & Company first reported a position in US Treasury 2 Year Note ETF in Q4 2024 and held it in 5 quarters.
  • O'Rourke & Company's US Treasury 2 Year Note ETF position peaked at $263K in Q2 2025.
  • 73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.