WP
UTWO icon

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

WealthPLAN Partners’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
2023
Q3 		– Sell
-2,038
Closed -$98.3K – 1132
2023
Q2 		$98.3K Hold
2,038
– – 0.01% 404
2023
Q1 		$100K Buy
+2,038
New +$99.6K 0.01% 425

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WealthPLAN Partners's UTWO Position: Q3 2023 in Review

WealthPLAN Partners sold out of US Treasury 2 Year Note ETF (UTWO) in Q3 2023, closing a stake of 2,038 shares — an estimated $98.3K sold.

WealthPLAN Partners first reported a position in UTWO in Q1 2023 and held it in 2 quarters. The position peaked at $100K in Q1 2023. 45 funds tracked by Wall St. Rank hold UTWO as of Q3 2023.

  • WealthPLAN Partners reported no remaining US Treasury 2 Year Note ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 2,038 US Treasury 2 Year Note ETF shares in Q3 2023, an estimated $98.3K.
  • WealthPLAN Partners first reported a position in US Treasury 2 Year Note ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's US Treasury 2 Year Note ETF position peaked at $100K in Q1 2023.
  • 45 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.