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 Q3	$2.6M	Buy	55,000 +33,800	+159%	+$1.62M	0.51%	51
2026 Q2	$1.02M	Buy	21,200 +13,950	+192%	+$672K	0.21%	98
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

HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FCM

Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return

Weaver Consulting Group's UTWO Position: Q3 2026 in Review

Weaver Consulting Group increased its US Treasury 2 Year Note ETF (UTWO) stake by 159% in Q3 2026, buying an estimated $1.62M and bringing the position to 55,000 shares worth $2.6M. The position accounts for 0.51% of the portfolio, ranked #51.

Weaver Consulting Group first reported a position in UTWO in Q2 2024 and has held it in 10 quarters since. 14 funds tracked by Wall St. Rank hold UTWO as of Q3 2026.

Weaver Consulting Group held 55,000 shares of US Treasury 2 Year Note ETF worth $2.6M as of Q3 2026.
Weaver Consulting Group bought 33,800 US Treasury 2 Year Note ETF shares in Q3 2026, an estimated $1.62M.
US Treasury 2 Year Note ETF made up 0.51% of Weaver Consulting Group's portfolio in Q3 2026, its #51 holding.
Weaver Consulting Group first reported a position in US Treasury 2 Year Note ETF in Q2 2024 and has held it in 10 quarters since.
14 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.