Raymond James Financial
UFIV icon

Raymond James Financial’s US Treasury 5 Year Note ETF UFIV Stock Holding History

Raymond James Financial’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 		$2.17M Buy
44,424
+128
+0.3% +$6.3K ﹤0.01% 3301
2025
Q4 		$2.18M Buy
+44,296
New +$2.19M ﹤0.01% 3211

Other funds holding UFIV

FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Janney Montgomery Scott
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 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
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

Raymond James Financial's UFIV Position: Q1 2026 in Review

Raymond James Financial increased its US Treasury 5 Year Note ETF (UFIV) stake by 0.29% in Q1 2026, buying an estimated $6.3K and bringing the position to 44,424 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #3301.

Raymond James Financial first reported a position in UFIV in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.18M in Q4 2025. 17 funds tracked by Wall St. Rank hold UFIV as of Q1 2026.

  • Raymond James Financial held 44,424 shares of US Treasury 5 Year Note ETF worth $2.17M as of Q1 2026.
  • Raymond James Financial bought 128 US Treasury 5 Year Note ETF shares in Q1 2026, an estimated $6.3K.
  • US Treasury 5 Year Note ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3301 holding.
  • Raymond James Financial first reported a position in US Treasury 5 Year Note ETF in Q4 2025 and has held it in 2 quarters since.
  • Raymond James Financial's US Treasury 5 Year Note ETF position peaked at $2.18M in Q4 2025.
  • 17 funds tracked by Wall St. Rank held US Treasury 5 Year Note ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.