Spectrum Financial Alliance’s US Treasury 5 Year Note ETF UFIV Stock Holding History

Spectrum Financial Alliance’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
2026 Q2	$382K	Hold	7,908	–	–	0.06%	21
2026 Q1	$386K	Hold	7,908	–	–	0.07%	20
2025 Q4	$390K	Buy	+7,908	New	+$391K	0.08%	17

Other funds holding UFIV

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Spectrum Financial Alliance's UFIV Position: Q2 2026 in Review

Spectrum Financial Alliance held its US Treasury 5 Year Note ETF (UFIV) position steady in Q2 2026 at 7,908 shares worth $382K. The position accounts for 0.06% of the portfolio, ranked #21.

Spectrum Financial Alliance first reported a position in UFIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $390K in Q4 2025. 2 funds tracked by Wall St. Rank hold UFIV as of Q2 2026.

Spectrum Financial Alliance held 7,908 shares of US Treasury 5 Year Note ETF worth $382K as of Q2 2026.
Spectrum Financial Alliance left its US Treasury 5 Year Note ETF share count unchanged in Q2 2026.
US Treasury 5 Year Note ETF made up 0.06% of Spectrum Financial Alliance's portfolio in Q2 2026, its #21 holding.
Spectrum Financial Alliance first reported a position in US Treasury 5 Year Note ETF in Q4 2025 and has held it in 3 quarters since.
Spectrum Financial Alliance's US Treasury 5 Year Note ETF position peaked at $390K in Q4 2025.
2 funds tracked by Wall St. Rank held US Treasury 5 Year Note ETF as of Q2 2026.

Based on Spectrum Financial Alliance's 13F filing for Q2 2026, filed 22 Jul 2026.