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Crew Capital Management’s US Treasury 5 Year Note ETF UFIV Stock Holding History

Crew Capital Management’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 		$1.41M Buy
29,269
+6,063
+26% +$294K 0.77% 39
2026
Q1 		$1.13M Buy
23,206
+195
+0.8% +$9.6K 0.75% 40
2025
Q4 		$1.13M Buy
23,011
+3,468
+18% +$171K 0.71% 40
2025
Q3 		$964K Buy
19,543
+1,462
+8% +$71.8K 0.65% 48
2025
Q2 		$890K Buy
+18,081
New +$882K 0.64% 53

Other funds holding UFIV

Janney Montgomery Scott
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Crew Capital Management's UFIV Position: Q2 2026 in Review

Crew Capital Management increased its US Treasury 5 Year Note ETF (UFIV) stake by 26% in Q2 2026, buying an estimated $294K and bringing the position to 29,269 shares worth $1.41M. The position accounts for 0.77% of the portfolio, ranked #39.

Crew Capital Management first reported a position in UFIV in Q2 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold UFIV as of Q2 2026.

  • Crew Capital Management held 29,269 shares of US Treasury 5 Year Note ETF worth $1.41M as of Q2 2026.
  • Crew Capital Management bought 6,063 US Treasury 5 Year Note ETF shares in Q2 2026, an estimated $294K.
  • US Treasury 5 Year Note ETF made up 0.77% of Crew Capital Management's portfolio in Q2 2026, its #39 holding.
  • Crew Capital Management first reported a position in US Treasury 5 Year Note ETF in Q2 2025 and has held it in 5 quarters since.
  • 18 funds tracked by Wall St. Rank held US Treasury 5 Year Note ETF as of Q2 2026.

Based on Crew Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.