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

Stewardship 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
2026 Q3	$836K	Buy	17,655 +4,481	+34%	+$214K	0.17%	64
2026 Q2	$632K	Buy	13,174 +2,085	+19%	+$100K	0.13%	82
2026 Q1	$535K	Hold	11,089	–	–	0.12%	88
2025 Q4	$539K	Buy	11,089 +515	+5%	+$25K	0.12%	83
2025 Q3	$514K	Buy	10,574 +3,612	+52%	+$175K	0.12%	83
2025 Q2	$338K	Buy	6,962 +1,651	+31%	+$79.9K	0.09%	101
2025 Q1	$257K	Buy	5,311 +1,038	+24%	+$50K	0.07%	119
2024 Q4	$205K	Buy	+4,273	New	+$206K	0.06%	149

Other funds holding UTWO

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $325M AUM 9.79% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return

Marshall & Sterling Wealth Advisors Poughkeepsie, New York $175M AUM 11.16% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return

KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Stewardship Advisors's UTWO Position: Q3 2026 in Review

Stewardship Advisors increased its US Treasury 2 Year Note ETF (UTWO) stake by 34% in Q3 2026, buying an estimated $214K and bringing the position to 17,655 shares worth $836K. The position accounts for 0.17% of the portfolio, ranked #64.

Stewardship Advisors first reported a position in UTWO in Q4 2024 and has held it in 8 quarters since. 26 funds tracked by Wall St. Rank hold UTWO as of Q3 2026.

Stewardship Advisors held 17,655 shares of US Treasury 2 Year Note ETF worth $836K as of Q3 2026.
Stewardship Advisors bought 4,481 US Treasury 2 Year Note ETF shares in Q3 2026, an estimated $214K.
US Treasury 2 Year Note ETF made up 0.17% of Stewardship Advisors's portfolio in Q3 2026, its #64 holding.
Stewardship Advisors first reported a position in US Treasury 2 Year Note ETF in Q4 2024 and has held it in 8 quarters since.
26 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.