Commonwealth Equity Services’s US Treasury 5 Year Note ETF UFIV Stock Holding History

Commonwealth Equity Services’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
2025 Q1	–	Sell	-5,168	Closed	-$247K	–	4289
2024 Q4	$247K	Sell	5,168 -2,043	-28%	-$99K	﹤0.01%	3585
2024 Q3	$359K	Buy	7,211 +1,809	+33%	+$89K	﹤0.01%	3197
2024 Q2	$260K	Buy	5,402 +533	+11%	+$25.5K	﹤0.01%	3429
2024 Q1	$236K	Buy	+4,869	New	+$237K	﹤0.01%	3487

Other funds holding UFIV

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CTC

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

TFS

Thoroughbred Financial Services Brentwood, Tennessee $2.08B AUM 54.89% 1-Year Est. Return

FMI

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services's UFIV Position: Q1 2025 in Review

Commonwealth Equity Services sold out of US Treasury 5 Year Note ETF (UFIV) in Q1 2025, closing a stake of 5,168 shares — an estimated $247K sold.

Commonwealth Equity Services first reported a position in UFIV in Q1 2024 and held it in 4 quarters. The position peaked at $359K in Q3 2024. 15 funds tracked by Wall St. Rank hold UFIV as of Q1 2025.

Commonwealth Equity Services reported no remaining US Treasury 5 Year Note ETF position as of Q1 2025 after selling out during the quarter.
Commonwealth Equity Services sold 5,168 US Treasury 5 Year Note ETF shares in Q1 2025, an estimated $247K.
Commonwealth Equity Services first reported a position in US Treasury 5 Year Note ETF in Q1 2024 and held it in 4 quarters.
Commonwealth Equity Services's US Treasury 5 Year Note ETF position peaked at $359K in Q3 2024.
15 funds tracked by Wall St. Rank held US Treasury 5 Year Note ETF as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.