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Raymond James Financial Services Advisors’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$236K Buy
4,836
+323
+7% +$15.6K ﹤0.01% 3082
2024
Q2 		$216K Buy
+4,513
New +$216K ﹤0.01% 3072

Other funds holding UTWO

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

Raymond James Financial Services Advisors's UTWO Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its US Treasury 2 Year Note ETF (UTWO) stake by 7.2% in Q3 2024, buying an estimated $15.6K and bringing the position to 4,836 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #3082.

Raymond James Financial Services Advisors first reported a position in UTWO in Q2 2024 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold UTWO as of Q3 2024.

  • Raymond James Financial Services Advisors held 4,836 shares of US Treasury 2 Year Note ETF worth $236K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 323 US Treasury 2 Year Note ETF shares in Q3 2024, an estimated $15.6K.
  • US Treasury 2 Year Note ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3082 holding.
  • Raymond James Financial Services Advisors first reported a position in US Treasury 2 Year Note ETF in Q2 2024 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.