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

Wealthquest’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
-13,516
Closed -$655K – 141
2025
Q1 		$655K Sell
13,516
-786,559
-98% -$37.9M 0.05% 66
2024
Q4 		$38.5M Buy
800,075
+25,010
+3% +$1.21M 3.13% 10
2024
Q3 		$37.7M Sell
775,065
-20,526
-3% -$993K 3.32% 10
2024
Q2 		$38.1M Sell
795,591
-3,171
-0.4% -$152K 4.07% 8
2024
Q1 		$38.4M Sell
798,762
-82,326
-9% -$3.97M 4.12% 8
2023
Q4 		$42.6M Sell
881,088
-6,479
-0.7% -$311K 4.72% 5
2023
Q3 		$42.6M Buy
887,567
+13,241
+2% +$636K 5.22% 5
2023
Q2 		$42.2M Buy
874,326
+5,855
+0.7% +$285K 5.04% 5
2023
Q1 		$42.7M Buy
868,471
+15,344
+2% +$750K 5.54% 4
2022
Q4 		$41.7M Buy
853,127
+213,331
+33% +$10.5M 5.36% 6
2022
Q3 		$31.5M Buy
+639,796
New +$31.8M 4.4% 7

Other funds holding UTWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
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

Wealthquest's UTWO Position: Q2 2025 in Review

Wealthquest sold out of US Treasury 2 Year Note ETF (UTWO) in Q2 2025, closing a stake of 13,516 shares — an estimated $655K sold.

Wealthquest first reported a position in UTWO in Q3 2022 and held it in 11 quarters. The position peaked at $42.7M in Q1 2023. 60 funds tracked by Wall St. Rank hold UTWO as of Q2 2025.

  • Wealthquest reported no remaining US Treasury 2 Year Note ETF position as of Q2 2025 after selling out during the quarter.
  • Wealthquest sold 13,516 US Treasury 2 Year Note ETF shares in Q2 2025, an estimated $655K.
  • Wealthquest first reported a position in US Treasury 2 Year Note ETF in Q3 2022 and held it in 11 quarters.
  • Wealthquest's US Treasury 2 Year Note ETF position peaked at $42.7M in Q1 2023.
  • 60 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2025.

Based on Wealthquest's 13F filing for Q2 2025, filed 13 Aug 2025.