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Raymond James & Associates’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Raymond James & Associates’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
2024
Q1 		– Sell
-31,000
Closed -$1.5M – 4045
2023
Q4 		$1.5M Buy
+31,000
New +$1.49M ﹤0.01% 2271

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LPL Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Raymond James & Associates's UTWO Position: Q1 2024 in Review

Raymond James & Associates sold out of US Treasury 2 Year Note ETF (UTWO) in Q1 2024, closing a stake of 31,000 shares — an estimated $1.5M sold.

Raymond James & Associates first reported a position in UTWO in Q4 2023 and held it in 1 quarter. The position peaked at $1.5M in Q4 2023. 57 funds tracked by Wall St. Rank hold UTWO as of Q1 2024.

  • Raymond James & Associates reported no remaining US Treasury 2 Year Note ETF position as of Q1 2024 after selling out during the quarter.
  • Raymond James & Associates sold 31,000 US Treasury 2 Year Note ETF shares in Q1 2024, an estimated $1.5M.
  • Raymond James & Associates first reported a position in US Treasury 2 Year Note ETF in Q4 2023 and held it in 1 quarter.
  • Raymond James & Associates's US Treasury 2 Year Note ETF position peaked at $1.5M in Q4 2023.
  • 57 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2024.

Based on Raymond James & Associates's 13F filing for Q1 2024, filed 22 Apr 2024.