Simplex Trading
UTWO icon

Simplex Trading’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Simplex Trading’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 		– Sell
-99
Closed -$4.78K – 10383
2026
Q1 		$4.78K Buy
+99
New +$4.8K ﹤0.01% 7919
2024
Q4 		– Sell
-1,172
Closed -$57K – 9704
2024
Q3 		$57K Buy
+1,172
New +$56.7K ﹤0.01% 5779
2024
Q1 		– Sell
-491
Closed -$23K – 9973
2023
Q4 		$23K Sell
491
-899
-65% -$43.2K ﹤0.01% 6818
2023
Q3 		$66K Sell
1,390
-302
-18% -$14.5K ﹤0.01% 5545
2023
Q2 		$81K Buy
1,692
+884
+109% +$43.1K ﹤0.01% 5328
2023
Q1 		$39K Buy
+808
New +$39.5K ﹤0.01% 6219

Other funds holding UTWO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OG
Odyssey Group Lancaster, Pennsylvania $369M AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

Simplex Trading's UTWO Position: Q2 2026 in Review

Simplex Trading sold out of US Treasury 2 Year Note ETF (UTWO) in Q2 2026, closing a stake of 99 shares — an estimated $4.78K sold.

Simplex Trading first reported a position in UTWO in Q1 2023 and held it in 6 quarters. The position peaked at $81K in Q2 2023. 78 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

  • Simplex Trading reported no remaining US Treasury 2 Year Note ETF position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 99 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $4.78K.
  • Simplex Trading first reported a position in US Treasury 2 Year Note ETF in Q1 2023 and held it in 6 quarters.
  • Simplex Trading's US Treasury 2 Year Note ETF position peaked at $81K in Q2 2023.
  • 78 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.