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

Sanctuary 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
Q2 		– Sell
-78,553
Closed -$3.81M – 2455
2025
Q1 		$3.81M Buy
78,553
+2,114
+3% +$102K 0.03% 555
2024
Q4 		$3.69M Buy
76,439
+2,225
+3% +$107K 0.02% 621
2024
Q3 		$3.57M Buy
74,214
+26,605
+56% +$1.29M 0.02% 634
2024
Q2 		$2.27M Buy
+47,609
New +$2.28M 0.02% 747

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
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
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

Sanctuary Advisors's UTWO Position: Q2 2025 in Review

Sanctuary Advisors sold out of US Treasury 2 Year Note ETF (UTWO) in Q2 2025, closing a stake of 78,553 shares — an estimated $3.81M sold.

Sanctuary Advisors first reported a position in UTWO in Q2 2024 and held it in 4 quarters. The position peaked at $3.81M in Q1 2025. 60 funds tracked by Wall St. Rank hold UTWO as of Q2 2025.

  • Sanctuary Advisors reported no remaining US Treasury 2 Year Note ETF position as of Q2 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 78,553 US Treasury 2 Year Note ETF shares in Q2 2025, an estimated $3.81M.
  • Sanctuary Advisors first reported a position in US Treasury 2 Year Note ETF in Q2 2024 and held it in 4 quarters.
  • Sanctuary Advisors's US Treasury 2 Year Note ETF position peaked at $3.81M in Q1 2025.
  • 60 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2025.

Based on Sanctuary Advisors's 13F filing for Q2 2025, filed 6 Jan 2026.