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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
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

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

Stewardship Advisors's UTWO Position: Q2 2026 in Review

Stewardship Advisors increased its US Treasury 2 Year Note ETF (UTWO) stake by 19% in Q2 2026, buying an estimated $100K and bringing the position to 13,174 shares worth $632K. The position accounts for 0.13% of the portfolio, ranked #82.

Stewardship Advisors first reported a position in UTWO in Q4 2024 and has held it in 7 quarters since. 77 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

  • Stewardship Advisors held 13,174 shares of US Treasury 2 Year Note ETF worth $632K as of Q2 2026.
  • Stewardship Advisors bought 2,085 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $100K.
  • US Treasury 2 Year Note ETF made up 0.13% of Stewardship Advisors's portfolio in Q2 2026, its #82 holding.
  • Stewardship Advisors first reported a position in US Treasury 2 Year Note ETF in Q4 2024 and has held it in 7 quarters since.
  • 77 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.