Signal Advisors Wealth’s US Treasury 5 Year Note ETF UFIV Stock Holding History

Signal Advisors Wealth’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 Q3	–	Sell	-122,283	Closed	-$6.02M	–	538
2025 Q2	$6.02M	Sell	122,283 -72,177	-37%	-$3.52M	0.47%	55
2025 Q1	$9.5M	Buy	194,460 +50,201	+35%	+$2.42M	0.93%	21
2024 Q4	$6.9M	Buy	144,259 +2,981	+2%	+$144K	0.78%	30
2024 Q3	$7.03M	Buy	141,278 +116,563	+472%	+$5.73M	1.01%	16
2024 Q2	$1.19M	Sell	24,715 -142,113	-85%	-$6.8M	2.6%	10
2024 Q1	$8.09M	Buy	166,828 +80,241	+93%	+$3.9M	2.01%	6
2023 Q4	$4.26M	Buy	+86,587	New	+$4.16M	1.48%	11

Other funds holding UFIV

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

FMI

F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CCM

Crew Capital Management Cincinnati, Ohio $151M AUM 20.49% 1-Year Est. Return

TFS

Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

Signal Advisors Wealth's UFIV Position: Q3 2025 in Review

Signal Advisors Wealth sold out of US Treasury 5 Year Note ETF (UFIV) in Q3 2025, closing a stake of 122,283 shares — an estimated $6.02M sold.

Signal Advisors Wealth first reported a position in UFIV in Q4 2023 and held it in 7 quarters. The position peaked at $9.5M in Q1 2025. 13 funds tracked by Wall St. Rank hold UFIV as of Q3 2025.

Signal Advisors Wealth reported no remaining US Treasury 5 Year Note ETF position as of Q3 2025 after selling out during the quarter.
Signal Advisors Wealth sold 122,283 US Treasury 5 Year Note ETF shares in Q3 2025, an estimated $6.02M.
Signal Advisors Wealth first reported a position in US Treasury 5 Year Note ETF in Q4 2023 and held it in 7 quarters.
Signal Advisors Wealth's US Treasury 5 Year Note ETF position peaked at $9.5M in Q1 2025.
13 funds tracked by Wall St. Rank held US Treasury 5 Year Note ETF as of Q3 2025.

Based on Signal Advisors Wealth's 13F filing for Q3 2025, filed 10 Oct 2025.