Emerald Investment Advisers’s US Treasury 5 Year Note ETF UFIV Stock Holding History

Emerald Investment Advisers’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	$417K	Buy	+8,635	New	+$419K	0.03%	241

Other funds holding UFIV

Janney Montgomery Scott

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

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

Foguth Wealth Management Brighton, Michigan $879M AUM

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

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

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

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

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Emerald Investment Advisers's UFIV Position: Q2 2026 in Review

Emerald Investment Advisers opened a new position in US Treasury 5 Year Note ETF (UFIV) in Q2 2026: 8,635 shares worth $417K. The stake represents 0.03% of the portfolio and ranks #241 among its holdings.

14 funds tracked by Wall St. Rank hold UFIV as of Q2 2026.

Emerald Investment Advisers held 8,635 shares of US Treasury 5 Year Note ETF worth $417K as of Q2 2026.
US Treasury 5 Year Note ETF was a new Emerald Investment Advisers position in Q2 2026.
US Treasury 5 Year Note ETF made up 0.03% of Emerald Investment Advisers's portfolio in Q2 2026, its #241 holding.
14 funds tracked by Wall St. Rank held US Treasury 5 Year Note ETF as of Q2 2026.

Based on Emerald Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.