Signal Advisors Wealth’s US Treasury 5 Year Note ETF UFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.02M | Sell |
122,283
-72,177
| -37% | -$3.55M | 0.47% | 55 |
|
|
2025
Q1 | $9.5M | Buy |
194,460
+50,201
| +35% | +$2.45M | 0.93% | 21 |
|
|
2024
Q4 | $6.9M | Buy |
144,259
+2,981
| +2% | +$143K | 0.78% | 30 |
|
|
2024
Q3 | $7.03M | Buy |
141,278
+116,563
| +472% | +$5.8M | 1.01% | 16 |
|
|
2024
Q2 | $1.19M | Sell |
24,715
-142,113
| -85% | -$6.84M | 2.6% | 10 |
|
|
2024
Q1 | $8.09M | Buy |
166,828
+80,241
| +93% | +$3.89M | 2.01% | 6 |
|
|
2023
Q4 | $4.26M | Buy |
+86,587
| New | +$4.26M | 1.48% | 11 |
|