Revolve Wealth Partners’s US Treasury 3 Year Note ETF UTRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $239K | Hold |
4,809
| – | – | 0.03% | 196 |
|
2025
Q1 | $238K | Hold |
4,809
| – | – | 0.03% | 190 |
|
2024
Q4 | $235K | Sell |
4,809
-784
| -14% | -$38.3K | 0.03% | 196 |
|
2024
Q3 | $279K | Hold |
5,593
| – | – | 0.04% | 154 |
|
2024
Q2 | $273K | Hold |
5,593
| – | – | 0.04% | 140 |
|
2024
Q1 | $274K | Hold |
5,593
| – | – | 0.05% | 141 |
|
2023
Q4 | $276K | Buy |
+5,593
| New | +$276K | 0.05% | 126 |
|