WealthBridge Capital Management’s US Treasury 2 Year Note ETF UTWO Stock Holding History

WealthBridge Capital 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 Q2	$794K	Hold	16,562	–	–	0.16%	99
2026 Q1	$800K	Sell	16,562 -672	-4%	-$32.6K	0.18%	93
2025 Q4	$837K	Buy	17,234 +759	+5%	+$36.9K	0.19%	86
2025 Q3	$800K	Buy	16,475 +400	+2%	+$19.4K	0.19%	90
2025 Q2	$780K	Buy	16,075 +700	+5%	+$33.9K	0.2%	91
2025 Q1	$745K	Buy	15,375 +500	+3%	+$24.1K	0.21%	85
2024 Q4	$715K	Buy	14,875 +4,050	+37%	+$195K	0.2%	86
2024 Q3	$528K	Buy	+10,825	New	+$524K	0.15%	106

Other funds holding UTWO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Odyssey Group Lancaster, Pennsylvania $369M AUM

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

WealthBridge Capital Management's UTWO Position: Q2 2026 in Review

WealthBridge Capital Management held its US Treasury 2 Year Note ETF (UTWO) position steady in Q2 2026 at 16,562 shares worth $794K. The position accounts for 0.16% of the portfolio, ranked #99.

WealthBridge Capital Management first reported a position in UTWO in Q3 2024 and has held it in 8 quarters since. The position peaked at $837K in Q4 2025. 78 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

WealthBridge Capital Management held 16,562 shares of US Treasury 2 Year Note ETF worth $794K as of Q2 2026.
WealthBridge Capital Management left its US Treasury 2 Year Note ETF share count unchanged in Q2 2026.
US Treasury 2 Year Note ETF made up 0.16% of WealthBridge Capital Management's portfolio in Q2 2026, its #99 holding.
WealthBridge Capital Management first reported a position in US Treasury 2 Year Note ETF in Q3 2024 and has held it in 8 quarters since.
WealthBridge Capital Management's US Treasury 2 Year Note ETF position peaked at $837K in Q4 2025.
78 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.