Northwestern Mutual Wealth Management’s US Treasury 5 Year Note ETF UFIV Stock Holding History

Northwestern Mutual Wealth Management’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	$17.1K	Buy	+355	New	+$17.2K	﹤0.01%	2939

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

Northwestern Mutual Wealth Management's UFIV Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in US Treasury 5 Year Note ETF (UFIV) in Q2 2026: 355 shares worth $17.1K. The stake represents ﹤0.01% of the portfolio and ranks #2939 among its holdings.

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

Northwestern Mutual Wealth Management held 355 shares of US Treasury 5 Year Note ETF worth $17.1K as of Q2 2026.
US Treasury 5 Year Note ETF was a new Northwestern Mutual Wealth Management position in Q2 2026.
US Treasury 5 Year Note ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2939 holding.
18 funds tracked by Wall St. Rank held US Treasury 5 Year Note ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.