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

Vontobel Holding’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 Q3	–	Sell	-4,874	Closed	-$237K	–	1436
2025 Q2	$237K	Hold	4,874	–	–	﹤0.01%	1124
2025 Q1	$236K	Hold	4,874	–	–	﹤0.01%	963
2024 Q4	$234K	Hold	4,874	–	–	﹤0.01%	965
2024 Q3	$238K	Buy	4,874 +265	+6%	+$12.8K	﹤0.01%	972
2024 Q2	$221K	Buy	4,609 +64	+1%	+$3.06K	﹤0.01%	970
2024 Q1	$219K	Sell	4,545 -1,055	-19%	-$50.8K	﹤0.01%	986
2023 Q4	$271K	Buy	5,600 +100	+2%	+$4.8K	﹤0.01%	958
2023 Q3	$264K	Hold	5,500	–	–	﹤0.01%	929
2023 Q2	$265K	Buy	+5,500	New	+$268K	﹤0.01%	945

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

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

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

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

Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Vontobel Holding's UTWO Position: Q3 2025 in Review

Vontobel Holding sold out of US Treasury 2 Year Note ETF (UTWO) in Q3 2025, closing a stake of 4,874 shares — an estimated $237K sold.

Vontobel Holding first reported a position in UTWO in Q2 2023 and held it in 9 quarters. The position peaked at $271K in Q4 2023. 59 funds tracked by Wall St. Rank hold UTWO as of Q3 2025.

Vontobel Holding reported no remaining US Treasury 2 Year Note ETF position as of Q3 2025 after selling out during the quarter.
Vontobel Holding sold 4,874 US Treasury 2 Year Note ETF shares in Q3 2025, an estimated $237K.
Vontobel Holding first reported a position in US Treasury 2 Year Note ETF in Q2 2023 and held it in 9 quarters.
Vontobel Holding's US Treasury 2 Year Note ETF position peaked at $271K in Q4 2023.
59 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2025.

Based on Vontobel Holding's 13F filing for Q3 2025, filed 15 Oct 2025.