Rothschild Investment LLC’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Rothschild Investment LLC’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 Q2	$9.59K	Buy	+200	New	+$9.63K	﹤0.01%	1902

Other funds holding UTWO

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

IWP

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MSWA

Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Rothschild Investment LLC's UTWO Position: Q2 2026 in Review

Rothschild Investment LLC opened a new position in US Treasury 2 Year Note ETF (UTWO) in Q2 2026: 200 shares worth $9.59K. The stake represents ﹤0.01% of the portfolio and ranks #1902 among its holdings.

47 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

Rothschild Investment LLC held 200 shares of US Treasury 2 Year Note ETF worth $9.59K as of Q2 2026.
US Treasury 2 Year Note ETF was a new Rothschild Investment LLC position in Q2 2026.
US Treasury 2 Year Note ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1902 holding.
47 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.