RWP
UTWO icon

Revolve Wealth Partners’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Revolve Wealth Partners’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
Q3 		– Sell
-4,902
Closed -$238K – 248
2025
Q2 		$238K Hold
4,902
– – 0.03% 199
2025
Q1 		$238K Hold
4,902
– – 0.03% 193
2024
Q4 		$236K Sell
4,902
-799
-14% -$38.5K 0.03% 197
2024
Q3 		$278K Hold
5,701
– – 0.04% 157
2024
Q2 		$273K Hold
5,701
– – 0.04% 141
2024
Q1 		$274K Hold
5,701
– – 0.05% 142
2023
Q4 		$276K Buy
+5,701
New +$274K 0.05% 130

Other funds holding UTWO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Revolve Wealth Partners's UTWO Position: Q3 2025 in Review

Revolve Wealth Partners sold out of US Treasury 2 Year Note ETF (UTWO) in Q3 2025, closing a stake of 4,902 shares — an estimated $238K sold.

Revolve Wealth Partners first reported a position in UTWO in Q4 2023 and held it in 7 quarters. The position peaked at $278K in Q3 2024. 59 funds tracked by Wall St. Rank hold UTWO as of Q3 2025.

  • Revolve Wealth Partners reported no remaining US Treasury 2 Year Note ETF position as of Q3 2025 after selling out during the quarter.
  • Revolve Wealth Partners sold 4,902 US Treasury 2 Year Note ETF shares in Q3 2025, an estimated $238K.
  • Revolve Wealth Partners first reported a position in US Treasury 2 Year Note ETF in Q4 2023 and held it in 7 quarters.
  • Revolve Wealth Partners's US Treasury 2 Year Note ETF position peaked at $278K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2025.

Based on Revolve Wealth Partners's 13F filing for Q3 2025, filed 14 Oct 2025.