Ken Griffin’s US Treasury 5 Year Note ETF UFIV Stock Holding History

Ken Griffin’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 Q1	$3.17M	Buy	64,842 +27,825	+75%	+$1.37M	﹤0.01%	5162
2025 Q4	$1.82M	Buy	37,017 +6,011	+19%	+$297K	﹤0.01%	6114
2025 Q3	$1.53M	Buy	31,006 +10,188	+49%	+$501K	﹤0.01%	6625
2025 Q2	$1.02M	Sell	20,818 -15,525	-43%	-$757K	﹤0.01%	7032
2025 Q1	$1.78M	Sell	36,343 -36,929	-50%	-$1.78M	﹤0.01%	5757
2024 Q4	$3.5M	Buy	73,272 +38,767	+112%	+$1.88M	﹤0.01%	4573
2024 Q3	$1.72M	Buy	+34,505	New	+$1.7M	﹤0.01%	5825

Other funds holding UFIV

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

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

FMI

F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 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 $324B AUM 22.36% 1-Year Est. Return

CCM

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

SFA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TFS

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

VBFP

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

Ken Griffin's UFIV Position: Q1 2026 in Review

Ken Griffin increased its US Treasury 5 Year Note ETF (UFIV) stake by 75% in Q1 2026, buying an estimated $1.37M and bringing the position to 64,842 shares worth $3.17M. The position accounts for ﹤0.01% of the portfolio, ranked #5162.

Ken Griffin first reported a position in UFIV in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.5M in Q4 2024. 17 funds tracked by Wall St. Rank hold UFIV as of Q1 2026.

Ken Griffin held 64,842 shares of US Treasury 5 Year Note ETF worth $3.17M as of Q1 2026.
Ken Griffin bought 27,825 US Treasury 5 Year Note ETF shares in Q1 2026, an estimated $1.37M.
US Treasury 5 Year Note ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #5162 holding.
Ken Griffin first reported a position in US Treasury 5 Year Note ETF in Q3 2024 and has held it in 7 quarters since.
Ken Griffin's US Treasury 5 Year Note ETF position peaked at $3.5M in Q4 2024.
17 funds tracked by Wall St. Rank held US Treasury 5 Year Note ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.