West Branch Capital’s US Treasury 2 Year Note ETF UTWO Stock Holding History

West Branch Capital’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 Q2	$27.5K	Buy	573 +4	+0.7%	+$193	0.01%	169
2026 Q1	$27.5K	Buy	569 +6	+1%	+$291	0.01%	163
2025 Q4	$27.3K	Buy	563 +6	+1%	+$292	0.01%	169
2025 Q3	$27K	Buy	557 +5	+0.9%	+$242	0.01%	183
2025 Q2	$26.8K	Buy	552 +5	+0.9%	+$242	0.01%	189
2025 Q1	$26.5K	Buy	547 +4	+0.7%	+$193	0.01%	197
2024 Q4	$26.1K	Buy	543 +7	+1%	+$338	0.01%	200
2024 Q3	$26.1K	Buy	536 +6	+1%	+$290	0.01%	203
2024 Q2	$25.4K	Buy	530 +6	+1%	+$287	0.01%	208
2024 Q1	$25.2K	Buy	524 +3	+0.6%	+$145	0.01%	213
2023 Q4	$25.2K	Buy	521 +9	+2%	+$432	0.01%	207
2023 Q3	$24.6K	Buy	512 +5	+1%	+$240	0.01%	208
2023 Q2	$24.4K	Buy	507 +5	+1%	+$244	0.01%	214
2023 Q1	$24.7K	Buy	+502	New	+$24.5K	0.01%	215

Other funds holding UTWO

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

APW

Allied Private Wealth Boca Raton, Florida $156M AUM

West Branch Capital's UTWO Position: Q2 2026 in Review

West Branch Capital increased its US Treasury 2 Year Note ETF (UTWO) stake by 0.7% in Q2 2026, buying an estimated $193 and bringing the position to 573 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #169.

West Branch Capital first reported a position in UTWO in Q1 2023 and has held it in 14 quarters since. The position peaked at $27.5K in Q1 2026. 10 funds tracked by Wall St. Rank hold UTWO as of Q2 2026.

West Branch Capital held 573 shares of US Treasury 2 Year Note ETF worth $27.5K as of Q2 2026.
West Branch Capital bought 4 US Treasury 2 Year Note ETF shares in Q2 2026, an estimated $193.
US Treasury 2 Year Note ETF made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #169 holding.
West Branch Capital first reported a position in US Treasury 2 Year Note ETF in Q1 2023 and has held it in 14 quarters since.
West Branch Capital's US Treasury 2 Year Note ETF position peaked at $27.5K in Q1 2026.
10 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.