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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Stewardship Advisors's UTWO Position: Q1 2026 in Review

Stewardship Advisors held its US Treasury 2 Year Note ETF (UTWO) position steady in Q1 2026 at 11,089 shares worth $535K. The position accounts for 0.12% of the portfolio, ranked #88.

Stewardship Advisors first reported a position in UTWO in Q4 2024 and has held it in 6 quarters since. The position peaked at $539K in Q4 2025. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

  • Stewardship Advisors held 11,089 shares of US Treasury 2 Year Note ETF worth $535K as of Q1 2026.
  • Stewardship Advisors left its US Treasury 2 Year Note ETF share count unchanged in Q1 2026.
  • US Treasury 2 Year Note ETF made up 0.12% of Stewardship Advisors's portfolio in Q1 2026, its #88 holding.
  • Stewardship Advisors first reported a position in US Treasury 2 Year Note ETF in Q4 2024 and has held it in 6 quarters since.
  • Stewardship Advisors's US Treasury 2 Year Note ETF position peaked at $539K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on Stewardship Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.