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Private Advisor Group’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Private Advisor Group’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 		$1.12M Sell
23,247
-2,156
-8% -$105K 0.01% 1349
2025
Q4 		$1.23M Sell
25,403
-1,714
-6% -$83.3K 0.01% 1292
2025
Q3 		$1.32M Sell
27,117
-54
-0.2% -$2.62K 0.01% 1218
2025
Q2 		$1.32M Buy
27,171
+3,656
+16% +$177K 0.01% 1164
2025
Q1 		$1.14M Buy
23,515
+242
+1% +$11.7K 0.01% 1176
2024
Q4 		$1.12M Buy
23,273
+2,655
+13% +$128K 0.01% 1166
2024
Q3 		$1.01M Buy
20,618
+2,264
+12% +$110K 0.01% 1230
2024
Q2 		$880K Sell
18,354
-2,046
-10% -$97.8K 0.01% 1258
2024
Q1 		$981K Sell
20,400
-1,566
-7% -$75.4K 0.01% 1167
2023
Q4 		$1.06M Sell
21,966
-104,791
-83% -$5.03M 0.01% 1082
2023
Q3 		$6.08M Sell
126,757
-338,108
-73% -$16.2M 0.05% 334
2023
Q2 		$22.4M Buy
464,865
+67,939
+17% +$3.31M 0.19% 103
2023
Q1 		$19.5M Buy
396,926
+340,853
+608% +$16.7M 0.19% 117
2022
Q4 		$2.74K Buy
+56,073
New +$2.75M ﹤0.01% 1073

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

Private Advisor Group's UTWO Position: Q1 2026 in Review

Private Advisor Group reduced its US Treasury 2 Year Note ETF (UTWO) stake by 8.5% in Q1 2026, selling an estimated $105K and leaving 23,247 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #1349.

Private Advisor Group first reported a position in UTWO in Q4 2022 and has held it in 14 quarters since. The position peaked at $22.4M in Q2 2023. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

  • Private Advisor Group held 23,247 shares of US Treasury 2 Year Note ETF worth $1.12M as of Q1 2026.
  • Private Advisor Group sold 2,156 US Treasury 2 Year Note ETF shares in Q1 2026, an estimated $105K.
  • US Treasury 2 Year Note ETF made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1349 holding.
  • Private Advisor Group first reported a position in US Treasury 2 Year Note ETF in Q4 2022 and has held it in 14 quarters since.
  • Private Advisor Group's US Treasury 2 Year Note ETF position peaked at $22.4M in Q2 2023.
  • 73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.