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Tucker Asset Management’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Tucker Asset Management’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
2025
Q4 		$32.5K Buy
+669
New +$32.5K 0.01% 374
2025
Q1 		– Sell
-767
Closed -$36.9K – 904
2024
Q4 		$36.9K Buy
767
+204
+36% +$9.84K ﹤0.01% 409
2024
Q3 		$27.4K Buy
+563
New +$27.2K 0.01% 452

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
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Tucker Asset Management's UTWO Position: Q4 2025 in Review

Tucker Asset Management opened a new position in US Treasury 2 Year Note ETF (UTWO) in Q4 2025: 669 shares worth $32.5K. The stake represents 0.01% of the portfolio and ranks #374 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in UTWO as recently as Q4 2024.

Tucker Asset Management first reported a position in UTWO in Q3 2024 and has held it in 3 quarters since. The position peaked at $36.9K in Q4 2024. 67 funds tracked by Wall St. Rank hold UTWO as of Q4 2025.

  • Tucker Asset Management held 669 shares of US Treasury 2 Year Note ETF worth $32.5K as of Q4 2025.
  • US Treasury 2 Year Note ETF was a new Tucker Asset Management position in Q4 2025.
  • US Treasury 2 Year Note ETF made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #374 holding.
  • Tucker Asset Management first reported a position in US Treasury 2 Year Note ETF in Q3 2024 and has held it in 3 quarters since.
  • Tucker Asset Management's US Treasury 2 Year Note ETF position peaked at $36.9K in Q4 2024.
  • 67 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.