FWM
Foguth Wealth Management’s US Treasury 5 Year Note ETF UFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.12M | Sell |
124,295
-79,818
| -39% | -$3.93M | 1.31% | 21 |
|
|
2025
Q1 | $9.98M | Sell |
204,113
-34,021
| -14% | -$1.66M | 2.42% | 10 |
|
|
2024
Q4 | $11.4M | Buy |
238,134
+97,100
| +69% | +$4.65M | 2.99% | 7 |
|
|
2024
Q3 | $6.91M | Sell |
141,034
-87,718
| -38% | -$4.3M | 2.51% | 10 |
|
|
2024
Q2 | $11M | Buy |
228,752
+61,924
| +37% | +$2.98M | 4.86% | 3 |
|
|
2024
Q1 | $8.09M | Buy |
+166,828
| New | +$8.09M | 4.34% | 3 |
|