Revolve Wealth Partners’s US Treasury 5 Year Note ETF UFIV Stock Holding History

Revolve Wealth Partners’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
2024 Q4	–	Sell	-4,403	Closed	-$219K	–	228
2024 Q3	$219K	Hold	4,403	–	–	0.03%	184
2024 Q2	$212K	Hold	4,403	–	–	0.03%	173
2024 Q1	$214K	Hold	4,403	–	–	0.04%	172
2023 Q4	$217K	Buy	+4,403	New	+$212K	0.04%	149

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AWMS

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FWM

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SAW

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Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

TFS

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

FMI

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Revolve Wealth Partners's UFIV Position: Q4 2024 in Review

Revolve Wealth Partners sold out of US Treasury 5 Year Note ETF (UFIV) in Q4 2024, closing a stake of 4,403 shares — an estimated $219K sold.

Revolve Wealth Partners first reported a position in UFIV in Q4 2023 and held it in 4 quarters. The position peaked at $219K in Q3 2024. 15 funds tracked by Wall St. Rank hold UFIV as of Q4 2024.

Revolve Wealth Partners reported no remaining US Treasury 5 Year Note ETF position as of Q4 2024 after selling out during the quarter.
Revolve Wealth Partners sold 4,403 US Treasury 5 Year Note ETF shares in Q4 2024, an estimated $219K.
Revolve Wealth Partners first reported a position in US Treasury 5 Year Note ETF in Q4 2023 and held it in 4 quarters.
Revolve Wealth Partners's US Treasury 5 Year Note ETF position peaked at $219K in Q3 2024.
15 funds tracked by Wall St. Rank held US Treasury 5 Year Note ETF as of Q4 2024.

Based on Revolve Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.