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Thoroughbred Financial Services’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Thoroughbred Financial Services’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 		– Sell
-4,881
Closed -$237K – 605
2025
Q4 		$237K Sell
4,881
-858
-15% -$41.7K 0.01% 521
2025
Q3 		$278K Sell
5,739
-3,066
-35% -$149K 0.02% 486
2025
Q2 		$427K Sell
8,805
-1,575
-15% -$76.2K 0.03% 397
2025
Q1 		$503K Sell
10,380
-4,250
-29% -$205K 0.03% 419
2024
Q4 		$703K Sell
14,630
-1,553
-10% -$74.9K 0.04% 344
2024
Q3 		$789K Sell
16,183
-1,937
-11% -$93.8K 0.05% 317
2024
Q2 		$868K Buy
18,120
+241
+1% +$11.5K 0.06% 290
2024
Q1 		$859K Sell
17,879
-2,433
-12% -$117K 0.08% 221
2023
Q4 		$981K Buy
20,312
+1,456
+8% +$69.9K 0.08% 241
2023
Q3 		$904K Buy
+18,856
New +$906K 0.09% 234

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

Thoroughbred Financial Services's UTWO Position: Q1 2026 in Review

Thoroughbred Financial Services sold out of US Treasury 2 Year Note ETF (UTWO) in Q1 2026, closing a stake of 4,881 shares — an estimated $237K sold.

Thoroughbred Financial Services first reported a position in UTWO in Q3 2023 and held it in 10 quarters. The position peaked at $981K in Q4 2023. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

  • Thoroughbred Financial Services reported no remaining US Treasury 2 Year Note ETF position as of Q1 2026 after selling out during the quarter.
  • Thoroughbred Financial Services sold 4,881 US Treasury 2 Year Note ETF shares in Q1 2026, an estimated $237K.
  • Thoroughbred Financial Services first reported a position in US Treasury 2 Year Note ETF in Q3 2023 and held it in 10 quarters.
  • Thoroughbred Financial Services's US Treasury 2 Year Note ETF position peaked at $981K in Q4 2023.
  • 73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.