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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
2026
Q1 		– Sell
-669
Closed -$32.5K – 1001
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
4WM
49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Tucker Asset Management's UTWO Position: Q1 2026 in Review

Tucker Asset Management sold out of US Treasury 2 Year Note ETF (UTWO) in Q1 2026, closing a stake of 669 shares — an estimated $32.5K sold.

Tucker Asset Management first reported a position in UTWO in Q3 2024 and held it in 3 quarters. The position peaked at $36.9K in Q4 2024. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

  • Tucker Asset Management reported no remaining US Treasury 2 Year Note ETF position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 669 US Treasury 2 Year Note ETF shares in Q1 2026, an estimated $32.5K.
  • Tucker Asset Management first reported a position in US Treasury 2 Year Note ETF in Q3 2024 and held it in 3 quarters.
  • Tucker Asset Management's US Treasury 2 Year Note ETF position peaked at $36.9K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.