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Tidal Investments’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Tidal Investments’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 		$632K Sell
13,102
-14,492
-53% -$703K ﹤0.01% 1721
2025
Q4 		$1.34M Buy
+27,594
New +$1.34M ﹤0.01% 1126
2023
Q2 		– Sell
-32,154
Closed -$1.58M – 1394
2023
Q1 		$1.58M Buy
32,154
+4,945
+18% +$242K 0.05% 354
2022
Q4 		$1.33M Buy
+27,209
New +$1.33M 0.05% 363

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

Tidal Investments's UTWO Position: Q1 2026 in Review

Tidal Investments reduced its US Treasury 2 Year Note ETF (UTWO) stake by 53% in Q1 2026, selling an estimated $703K and leaving 13,102 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Tidal Investments first reported a position in UTWO in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.58M in Q1 2023. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

  • Tidal Investments held 13,102 shares of US Treasury 2 Year Note ETF worth $632K as of Q1 2026.
  • Tidal Investments sold 14,492 US Treasury 2 Year Note ETF shares in Q1 2026, an estimated $703K.
  • US Treasury 2 Year Note ETF made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1721 holding.
  • Tidal Investments first reported a position in US Treasury 2 Year Note ETF in Q4 2022 and has held it in 4 quarters since.
  • Tidal Investments's US Treasury 2 Year Note ETF position peaked at $1.58M in Q1 2023.
  • 73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.