Advocacy Wealth Management Services’s US Treasury 5 Year Note ETF UFIV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$18.8M	Buy	382,068 +23,052	+6%	+$1.13M	1.15%	29
2025 Q1	$17.5M	Sell	359,016 -3,044	-0.8%	-$149K	1.19%	24
2024 Q4	$17.3M	Buy	+362,060	New	+$17.3M	1.32%	20