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Realta Investment Advisors’s US Treasury 5 Year Note ETF UFIV Stock Holding History

Realta Investment Advisors’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
2025
Q4 		– Sell
-1,733
Closed -$85.5K – 372
2025
Q3 		$85.5K Sell
1,733
-1,195
-41% -$58.7K 0.03% 216
2025
Q2 		$144K Buy
2,928
+1,063
+57% +$51.8K 0.06% 189
2025
Q1 		$91.1K Buy
+1,865
New +$89.9K 0.04% 207

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
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
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
TFS
Thoroughbred Financial Services Brentwood, Tennessee $2.08B AUM 54.89% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

Realta Investment Advisors's UFIV Position: Q4 2025 in Review

Realta Investment Advisors sold out of US Treasury 5 Year Note ETF (UFIV) in Q4 2025, closing a stake of 1,733 shares — an estimated $85.5K sold.

Realta Investment Advisors first reported a position in UFIV in Q1 2025 and held it in 3 quarters. The position peaked at $144K in Q2 2025. 14 funds tracked by Wall St. Rank hold UFIV as of Q4 2025.

  • Realta Investment Advisors reported no remaining US Treasury 5 Year Note ETF position as of Q4 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 1,733 US Treasury 5 Year Note ETF shares in Q4 2025, an estimated $85.5K.
  • Realta Investment Advisors first reported a position in US Treasury 5 Year Note ETF in Q1 2025 and held it in 3 quarters.
  • Realta Investment Advisors's US Treasury 5 Year Note ETF position peaked at $144K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held US Treasury 5 Year Note ETF as of Q4 2025.

Based on Realta Investment Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.