Commonwealth Equity Services’s US Treasury 5 Year Note ETF UFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,168
| Closed | -$247K | – | 4289 |
|
|
2024
Q4 | $247K | Sell |
5,168
-2,043
| -28% | -$97.6K | ﹤0.01% | 3585 |
|
|
2024
Q3 | $359K | Buy |
7,211
+1,809
| +33% | +$90.1K | ﹤0.01% | 3197 |
|
|
2024
Q2 | $260K | Buy |
5,402
+533
| +11% | +$25.7K | ﹤0.01% | 3429 |
|
|
2024
Q1 | $236K | Buy |
+4,869
| New | +$236K | ﹤0.01% | 3487 |
|