Advisory Services Network’s US Treasury 5 Year Note ETF UFIV Stock Holding History

Advisory Services Network’s Portfolio UFIV Stock Details UFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1	Closed	-$49	–	4470
2026 Q1	$49	Buy	+1	New	+$49	﹤0.01%	4762

Other funds holding UFIV

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

CCM

Crew Capital Management Cincinnati, Ohio $183M AUM 37.3% 1-Year Est. Return

FMI

F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

EIA

Emerald Investment Advisers Leola, Pennsylvania $1.5B AUM

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

Advisory Services Network's UFIV Position: Q2 2026 in Review

Advisory Services Network sold out of US Treasury 5 Year Note ETF (UFIV) in Q2 2026, closing a stake of 1 share — an estimated $49 sold.

Advisory Services Network first reported a position in UFIV in Q1 2026 and held it in 1 quarter. The position peaked at $49 in Q1 2026. 18 funds tracked by Wall St. Rank hold UFIV as of Q2 2026.

Advisory Services Network reported no remaining US Treasury 5 Year Note ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1 US Treasury 5 Year Note ETF share in Q2 2026, an estimated $49.
Advisory Services Network first reported a position in US Treasury 5 Year Note ETF in Q1 2026 and held it in 1 quarter.
Advisory Services Network's US Treasury 5 Year Note ETF position peaked at $49 in Q1 2026.
18 funds tracked by Wall St. Rank held US Treasury 5 Year Note ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.