CFP
Curran Financial Partners’s US Treasury 3 Year Note ETF UTRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Buy |
15,872
+4,444
| +39% | +$221K | 0.17% | 66 |
|
|
2025
Q1 | $566K | Sell |
11,428
-989
| -8% | -$49K | 0.14% | 63 |
|
|
2024
Q4 | $607K | Sell |
12,417
-2,259
| -15% | -$110K | 0.16% | 61 |
|
|
2024
Q3 | $733K | Buy |
+14,676
| New | +$733K | 0.21% | 60 |
|