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Steward Partners Investment Advisory’s US Treasury 5 Year Note ETF UFIV Stock Holding History

Steward Partners Investment Advisory’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 		$34.9K Buy
+724
New +$35.1K ﹤0.01% 3148

Other funds holding UFIV

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
CCM
Crew Capital Management Cincinnati, Ohio $183M AUM 37.3% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
EIA
Emerald Investment Advisers Leola, Pennsylvania $1.5B AUM
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $2.08B AUM 54.89% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Steward Partners Investment Advisory's UFIV Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in US Treasury 5 Year Note ETF (UFIV) in Q2 2026: 724 shares worth $34.9K. The stake represents ﹤0.01% of the portfolio and ranks #3148 among its holdings.

14 funds tracked by Wall St. Rank hold UFIV as of Q2 2026.

  • Steward Partners Investment Advisory held 724 shares of US Treasury 5 Year Note ETF worth $34.9K as of Q2 2026.
  • US Treasury 5 Year Note ETF was a new Steward Partners Investment Advisory position in Q2 2026.
  • US Treasury 5 Year Note ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3148 holding.
  • 14 funds tracked by Wall St. Rank held US Treasury 5 Year Note ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.