Avantax Advisory 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
2024
Q4
Sell
-10,816
Closed -$538K 2265
2024
Q3
$538K Sell
10,816
-12,260
-53% -$610K ﹤0.01% 1364
2024
Q2
$1.11M Sell
23,076
-7,474
-24% -$360K 0.01% 924
2024
Q1
$1.48M Buy
30,550
+12,872
+73% +$624K 0.01% 628
2023
Q4
$870K Buy
+17,678
New +$870K 0.01% 765