Crews Bank & Trust UTWO — US Treasury 2 Year Note ETF

Ownership history in Crews Bank & Trust  ·  7 quarters on record

AI Ownership Summary

Crews Bank & Trust reported US Treasury 2 Year Note ETF (UTWO) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.05% in 2025 Q3. The latest visible filing shows UTWO at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UTWO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crews Bank & Trust's position in US Treasury 2 Year Note ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

UTWO was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UTWO stock page Crews Bank & Trust fund profile Crews Bank & Trust full holdings
How Crews Bank & Trust held UTWO — position size vs. price
% of Fund (quarterly)    UTWO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 4,025 -105 -2.5% 0.03% $193K 2026-07-16 $48.03
2026 Q1 REDUCED — — — 4,130 -210 -4.8% 0.03% $199K 2026-05-13 $47.86
2025 Q4 REDUCED 34.3% +0.2% ❌ 4,340 -2,270 -34.3% 0.03% $211K 2026-01-21 $47.70
2025 Q3 ADDED — — — 6,610 +1,035 +18.6% 0.05% $321K 2025-10-22 $47.44
2025 Q2 UNCHANGED — — — 5,575 — 0% 0.04% $271K 2025-07-21 $46.71
2025 Q1 ADDED — — — 5,575 +1,900 +51.7% 0.05% $270K 2025-04-22 $46.40
2024 Q4 INITIATED — — — 3,675 — — 0.03% $177K 2025-01-23 $45.60

🏢 Other funds also holding UTWO

As of 2026 Q2 — sorted by position size

Marshall & Sterling Wealth Advisors Inc. 1.7% 4WEALTH ADVISORS, INC. 0.86% Stewardship Advisors, LLC 3Y 0.13% MILLINGTON SECURITIES, LLC 0.08% LVW Advisors, LLC 3Y 7Y 0.05% Kraft, Davis & Associates, LLC 3Y 0.04% Wealthcare Advisory Partners LLC 3Y 7Y 0.04% Royal Fund Management, LLC 3Y 0.03% CoreCap Advisors, LLC 3Y 0.02% IFP Advisors, Inc 3Y 7Y 0.02%

FAQ About Crews Bank & Trust and UTWO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crews Bank & Trust reported owning UTWO?

Crews Bank & Trust reported UTWO across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported UTWO position in Crews Bank & Trust's portfolio?

The largest reported portfolio weight for UTWO was 0.05% in 2025 Q3.

What is the latest reported UTWO position on this page?

The most recent filing on this page is 2026 Q2, when Crews Bank & Trust reported 4,025 shares, equal to 0.03% of portfolio, with an estimated market value of $193K.

What does the chart on this UTWO ownership page compare?

The chart compares Crews Bank & Trust's quarterly UTWO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Crews Bank & Trust time their UTWO position?

Based on 13F filing dates vs. subsequent UTWO price moves, Crews Bank & Trust correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on UTWO relative to SPY over the holding period was -11.1%.

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