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Realta Investment Advisors’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Realta Investment 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
2025
Q4 		– Sell
-3,020
Closed -$147K – 373
2025
Q3 		$147K Sell
3,020
-900
-23% -$43.6K 0.05% 200
2025
Q2 		$190K Hold
3,920
– – 0.08% 180
2025
Q1 		$190K Buy
+3,920
New +$189K 0.09% 176

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LPL Financial
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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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Realta Investment Advisors's UTWO Position: Q4 2025 in Review

Realta Investment Advisors sold out of US Treasury 2 Year Note ETF (UTWO) in Q4 2025, closing a stake of 3,020 shares — an estimated $147K sold.

Realta Investment Advisors first reported a position in UTWO in Q1 2025 and held it in 3 quarters. The position peaked at $190K in Q2 2025. 67 funds tracked by Wall St. Rank hold UTWO as of Q4 2025.

  • Realta Investment Advisors reported no remaining US Treasury 2 Year Note ETF position as of Q4 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 3,020 US Treasury 2 Year Note ETF shares in Q4 2025, an estimated $147K.
  • Realta Investment Advisors first reported a position in US Treasury 2 Year Note ETF in Q1 2025 and held it in 3 quarters.
  • Realta Investment Advisors's US Treasury 2 Year Note ETF position peaked at $190K in Q2 2025.
  • 67 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q4 2025.

Based on Realta Investment Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.