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

SFG 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 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	+$512K	0.57%	31

Other funds holding UTWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

SFG Wealth Management's UTWO Position: Q2 2025 in Review

SFG Wealth Management sold out of US Treasury 2 Year Note ETF (UTWO) in Q2 2025, closing a stake of 25,473 shares — an estimated $1.23M sold.

SFG Wealth Management first reported a position in UTWO in Q1 2023 and held it in 2 quarters. The position peaked at $1.23M in Q1 2025. 60 funds tracked by Wall St. Rank hold UTWO as of Q2 2025.

SFG Wealth Management reported no remaining US Treasury 2 Year Note ETF position as of Q2 2025 after selling out during the quarter.
SFG Wealth Management sold 25,473 US Treasury 2 Year Note ETF shares in Q2 2025, an estimated $1.23M.
SFG Wealth Management first reported a position in US Treasury 2 Year Note ETF in Q1 2023 and held it in 2 quarters.
SFG Wealth Management's US Treasury 2 Year Note ETF position peaked at $1.23M in Q1 2025.
60 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2025.

Based on SFG Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.