DHJJ Financial Advisors’s US Treasury 5 Year Note ETF UFIV Stock Holding History

DHJJ Financial Advisors’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	$242	Hold	5	–	–	﹤0.01%	985
2026 Q1	$245	Hold	5	–	–	﹤0.01%	977
2025 Q4	$247	Hold	5	–	–	﹤0.01%	937
2025 Q3	$247	Hold	5	–	–	﹤0.01%	898
2025 Q2	$247	Hold	5	–	–	﹤0.01%	874
2025 Q1	$245	Hold	5	–	–	﹤0.01%	824
2024 Q4	$240	Hold	5	–	–	﹤0.01%	797
2024 Q3	$249	Hold	5	–	–	﹤0.01%	775
2024 Q2	$241	Hold	5	–	–	﹤0.01%	727
2024 Q1	$243	Hold	5	–	–	﹤0.01%	714
2023 Q4	$247	Buy	+5	New	+$240	﹤0.01%	701

Other funds holding UFIV

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

CCM

Crew Capital Management Cincinnati, Ohio $183M AUM 37.3% 1-Year Est. Return

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 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

DHJJ Financial Advisors's UFIV Position: Q2 2026 in Review

DHJJ Financial Advisors held its US Treasury 5 Year Note ETF (UFIV) position steady in Q2 2026 at 5 shares worth $242. The position accounts for ﹤0.01% of the portfolio, ranked #985.

DHJJ Financial Advisors first reported a position in UFIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $249 in Q3 2024. 18 funds tracked by Wall St. Rank hold UFIV as of Q2 2026.

DHJJ Financial Advisors held 5 shares of US Treasury 5 Year Note ETF worth $242 as of Q2 2026.
DHJJ Financial Advisors left its US Treasury 5 Year Note ETF share count unchanged in Q2 2026.
US Treasury 5 Year Note ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #985 holding.
DHJJ Financial Advisors first reported a position in US Treasury 5 Year Note ETF in Q4 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's US Treasury 5 Year Note ETF position peaked at $249 in Q3 2024.
18 funds tracked by Wall St. Rank held US Treasury 5 Year Note ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.