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 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 $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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

WealthBridge Capital Management's UTWO Position: Q1 2026 in Review

WealthBridge Capital Management reduced its US Treasury 2 Year Note ETF (UTWO) stake by 3.9% in Q1 2026, selling an estimated $32.6K and leaving 16,562 shares worth $800K. The position accounts for 0.18% of the portfolio, ranked #93.

WealthBridge Capital Management first reported a position in UTWO in Q3 2024 and has held it in 7 quarters since. The position peaked at $837K in Q4 2025. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

WealthBridge Capital Management held 16,562 shares of US Treasury 2 Year Note ETF worth $800K as of Q1 2026.
WealthBridge Capital Management sold 672 US Treasury 2 Year Note ETF shares in Q1 2026, an estimated $32.6K.
US Treasury 2 Year Note ETF made up 0.18% of WealthBridge Capital Management's portfolio in Q1 2026, its #93 holding.
WealthBridge Capital Management first reported a position in US Treasury 2 Year Note ETF in Q3 2024 and has held it in 7 quarters since.
WealthBridge Capital Management's US Treasury 2 Year Note ETF position peaked at $837K in Q4 2025.
73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.