Spinnaker Investment Group’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Spinnaker Investment Group’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	-4,834	Closed	-$234K	–	112
2025 Q1	$234K	Sell	4,834 -5,162	-52%	-$249K	0.05%	97
2024 Q4	$480K	Sell	9,996 -3,714	-27%	-$179K	0.12%	53
2024 Q3	$668K	Sell	13,710 -133	-1%	-$6.44K	0.16%	44
2024 Q2	$664K	Buy	13,843 +3,495	+34%	+$167K	0.18%	40
2024 Q1	$498K	Buy	10,348 +70	+0.7%	+$3.37K	0.14%	54
2023 Q4	$497K	Buy	10,278 +1,147	+13%	+$55.1K	0.15%	51
2023 Q3	$438K	Buy	+9,131	New	+$439K	0.15%	54

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

Spinnaker Investment Group's UTWO Position: Q2 2025 in Review

Spinnaker Investment Group sold out of US Treasury 2 Year Note ETF (UTWO) in Q2 2025, closing a stake of 4,834 shares — an estimated $234K sold.

Spinnaker Investment Group first reported a position in UTWO in Q3 2023 and held it in 7 quarters. The position peaked at $668K in Q3 2024. 60 funds tracked by Wall St. Rank hold UTWO as of Q2 2025.

Spinnaker Investment Group reported no remaining US Treasury 2 Year Note ETF position as of Q2 2025 after selling out during the quarter.
Spinnaker Investment Group sold 4,834 US Treasury 2 Year Note ETF shares in Q2 2025, an estimated $234K.
Spinnaker Investment Group first reported a position in US Treasury 2 Year Note ETF in Q3 2023 and held it in 7 quarters.
Spinnaker Investment Group's US Treasury 2 Year Note ETF position peaked at $668K in Q3 2024.
60 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2025.

Based on Spinnaker Investment Group's 13F filing for Q2 2025, filed 16 Jul 2025.