Raymond James Financial
UTWO icon

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

Raymond James Financial’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 		$10.5M Buy
217,850
+77,825
+56% +$3.78M ﹤0.01% 1974
2025
Q4 		$6.8M Buy
140,025
+11,850
+9% +$576K ﹤0.01% 2273
2025
Q3 		$6.22M Sell
128,175
-6,819
-5% -$330K ﹤0.01% 2306
2025
Q2 		$6.55M Buy
134,994
+11,025
+9% +$533K ﹤0.01% 2182
2025
Q1 		$6.01M Buy
123,969
+4,618
+4% +$223K ﹤0.01% 2207
2024
Q4 		$5.74M Buy
+119,351
New +$5.75M ﹤0.01% 2237

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
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Raymond James Financial's UTWO Position: Q1 2026 in Review

Raymond James Financial increased its US Treasury 2 Year Note ETF (UTWO) stake by 56% in Q1 2026, buying an estimated $3.78M and bringing the position to 217,850 shares worth $10.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

Raymond James Financial first reported a position in UTWO in Q4 2024 and has held it in 6 quarters since. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

  • Raymond James Financial held 217,850 shares of US Treasury 2 Year Note ETF worth $10.5M as of Q1 2026.
  • Raymond James Financial bought 77,825 US Treasury 2 Year Note ETF shares in Q1 2026, an estimated $3.78M.
  • US Treasury 2 Year Note ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1974 holding.
  • Raymond James Financial first reported a position in US Treasury 2 Year Note ETF in Q4 2024 and has held it in 6 quarters since.
  • 73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.