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Tower Research Capital (TRC)’s US Treasury 5 Year Note ETF UFIV Stock Holding History

Tower Research Capital (TRC)’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
Q1 		$161K Sell
3,289
-22,224
-87% -$1.09M ﹤0.01% 1794
2025
Q4 		$1.26M Buy
+25,513
New +$1.26M 0.03% 453

Other funds holding UFIV

FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCM
Crew Capital Management Cincinnati, Ohio $183M AUM 37.3% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return

Tower Research Capital (TRC)'s UFIV Position: Q1 2026 in Review

Tower Research Capital (TRC) reduced its US Treasury 5 Year Note ETF (UFIV) stake by 87% in Q1 2026, selling an estimated $1.09M and leaving 3,289 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Tower Research Capital (TRC) first reported a position in UFIV in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.26M in Q4 2025. 17 funds tracked by Wall St. Rank hold UFIV as of Q1 2026.

  • Tower Research Capital (TRC) held 3,289 shares of US Treasury 5 Year Note ETF worth $161K as of Q1 2026.
  • Tower Research Capital (TRC) sold 22,224 US Treasury 5 Year Note ETF shares in Q1 2026, an estimated $1.09M.
  • US Treasury 5 Year Note ETF made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #1794 holding.
  • Tower Research Capital (TRC) first reported a position in US Treasury 5 Year Note ETF in Q4 2025 and has held it in 2 quarters since.
  • Tower Research Capital (TRC)'s US Treasury 5 Year Note ETF position peaked at $1.26M in Q4 2025.
  • 17 funds tracked by Wall St. Rank held US Treasury 5 Year Note ETF as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.