SWM

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-25,473	Closed	-$1.23M	–	126
2025 Q1	$1.23M	Buy	+25,473	New	+$1.23M	0.6%	33
2023 Q2	–	Sell	-10,472	Closed	-$515K	–	105
2023 Q1	$515K	Buy	+10,472	New	+$515K	0.57%	31