Weaver Consulting Group’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Weaver Consulting Group’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	$350K	Sell	7,250 -3,000	-29%	-$146K	0.08%	182
2025 Q4	$498K	Sell	10,250 -3,951	-28%	-$192K	0.12%	145
2025 Q3	$690K	Sell	14,201 -3,000	-17%	-$145K	0.18%	107
2025 Q2	$835K	Hold	17,201	–	–	0.23%	84
2025 Q1	$834K	Buy	17,201 +2,000	+13%	+$96.4K	0.25%	78
2024 Q4	$731K	Buy	15,201 +188	+1%	+$9.06K	0.22%	84
2024 Q3	$732K	Buy	15,013 +800	+6%	+$38.7K	0.23%	84
2024 Q2	$681K	Buy	+14,213	New	+$680K	0.24%	83

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

Weaver Consulting Group's UTWO Position: Q1 2026 in Review

Weaver Consulting Group reduced its US Treasury 2 Year Note ETF (UTWO) stake by 29% in Q1 2026, selling an estimated $146K and leaving 7,250 shares worth $350K. The position accounts for 0.08% of the portfolio, ranked #182.

Weaver Consulting Group first reported a position in UTWO in Q2 2024 and has held it in 8 quarters since. The position peaked at $835K in Q2 2025. 73 funds tracked by Wall St. Rank hold UTWO as of Q1 2026.

Weaver Consulting Group held 7,250 shares of US Treasury 2 Year Note ETF worth $350K as of Q1 2026.
Weaver Consulting Group sold 3,000 US Treasury 2 Year Note ETF shares in Q1 2026, an estimated $146K.
US Treasury 2 Year Note ETF made up 0.08% of Weaver Consulting Group's portfolio in Q1 2026, its #182 holding.
Weaver Consulting Group first reported a position in US Treasury 2 Year Note ETF in Q2 2024 and has held it in 8 quarters since.
Weaver Consulting Group's US Treasury 2 Year Note ETF position peaked at $835K in Q2 2025.
73 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.