F/M Investments’s US Treasury 7 Year Note ETF USVN Stock Holding History

F/M Investments’s Portfolio USVN Stock Details USVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$300K	Buy	6,308 +630	+11%	+$30.1K	0.02%	310
2026 Q1	$273K	Sell	5,678 -191	-3%	-$9.28K	0.02%	298
2025 Q4	$285K	Sell	5,869 -520	-8%	-$25.4K	0.01%	391
2025 Q3	$311K	Buy	6,389 +623	+11%	+$30.1K	0.01%	369
2025 Q2	$280K	Buy	5,766 +215	+4%	+$10.3K	0.01%	368
2025 Q1	$268K	Sell	5,551 -343	-6%	-$16.3K	0.01%	366
2024 Q4	$276K	Buy	+5,894	New	+$282K	0.01%	368

Other funds holding USVN

CTC

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

VBFP

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

F/M Investments's USVN Position: Q2 2026 in Review

F/M Investments increased its US Treasury 7 Year Note ETF (USVN) stake by 11% in Q2 2026, buying an estimated $30.1K and bringing the position to 6,308 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #310.

F/M Investments first reported a position in USVN in Q4 2024 and has held it in 7 quarters since. The position peaked at $311K in Q3 2025. 5 funds tracked by Wall St. Rank hold USVN as of Q2 2026.

F/M Investments held 6,308 shares of US Treasury 7 Year Note ETF worth $300K as of Q2 2026.
F/M Investments bought 630 US Treasury 7 Year Note ETF shares in Q2 2026, an estimated $30.1K.
US Treasury 7 Year Note ETF made up 0.02% of F/M Investments's portfolio in Q2 2026, its #310 holding.
F/M Investments first reported a position in US Treasury 7 Year Note ETF in Q4 2024 and has held it in 7 quarters since.
F/M Investments's US Treasury 7 Year Note ETF position peaked at $311K in Q3 2025.
5 funds tracked by Wall St. Rank held US Treasury 7 Year Note ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.