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Ritholtz Wealth Management’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Ritholtz Wealth Management’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
-11,633
Closed -$565K – 1117
2025
Q2 		$565K Buy
11,633
+134
+1% +$6.48K 0.01% 605
2025
Q1 		$557K Sell
11,499
-91
-0.8% -$4.39K 0.02% 563
2024
Q4 		$557K Sell
11,590
-4,757
-29% -$229K 0.02% 534
2024
Q3 		$797K Sell
16,347
-22,311
-58% -$1.08M 0.02% 428
2024
Q2 		$1.85M Sell
38,658
-12,891
-25% -$616K 0.06% 217
2024
Q1 		$2.48M Buy
51,549
+42,736
+485% +$2.06M 0.09% 158
2023
Q4 		$426K Buy
+8,813
New +$423K 0.02% 528

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ritholtz Wealth Management's UTWO Position: Q3 2025 in Review

Ritholtz Wealth Management sold out of US Treasury 2 Year Note ETF (UTWO) in Q3 2025, closing a stake of 11,633 shares — an estimated $565K sold.

Ritholtz Wealth Management first reported a position in UTWO in Q4 2023 and held it in 7 quarters. The position peaked at $2.48M in Q1 2024. 59 funds tracked by Wall St. Rank hold UTWO as of Q3 2025.

  • Ritholtz Wealth Management reported no remaining US Treasury 2 Year Note ETF position as of Q3 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 11,633 US Treasury 2 Year Note ETF shares in Q3 2025, an estimated $565K.
  • Ritholtz Wealth Management first reported a position in US Treasury 2 Year Note ETF in Q4 2023 and held it in 7 quarters.
  • Ritholtz Wealth Management's US Treasury 2 Year Note ETF position peaked at $2.48M in Q1 2024.
  • 59 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2025.

Based on Ritholtz Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.