Valtinson Bruner Financial Planning’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Valtinson Bruner Financial Planning’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 Q2	–	Sell	-4,746	Closed	-$230K	–	160
2025 Q1	$230K	Sell	4,746 -2,150	-31%	-$104K	0.08%	123
2024 Q4	$331K	Buy	6,896 +2,097	+44%	+$101K	0.12%	106
2024 Q3	$234K	Buy	+4,799	New	+$232K	0.08%	126

Other funds holding UTWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

Valtinson Bruner Financial Planning's UTWO Position: Q2 2025 in Review

Valtinson Bruner Financial Planning sold out of US Treasury 2 Year Note ETF (UTWO) in Q2 2025, closing a stake of 4,746 shares — an estimated $230K sold.

Valtinson Bruner Financial Planning first reported a position in UTWO in Q3 2024 and held it in 3 quarters. The position peaked at $331K in Q4 2024. 60 funds tracked by Wall St. Rank hold UTWO as of Q2 2025.

Valtinson Bruner Financial Planning reported no remaining US Treasury 2 Year Note ETF position as of Q2 2025 after selling out during the quarter.
Valtinson Bruner Financial Planning sold 4,746 US Treasury 2 Year Note ETF shares in Q2 2025, an estimated $230K.
Valtinson Bruner Financial Planning first reported a position in US Treasury 2 Year Note ETF in Q3 2024 and held it in 3 quarters.
Valtinson Bruner Financial Planning's US Treasury 2 Year Note ETF position peaked at $331K in Q4 2024.
60 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2025.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2025, filed 6 Aug 2025.