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 Q2	$621K	Buy	12,871 +9,582	+291%	+$465K	0.02%	897
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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Jane Street New York $1.21T AUM 78.12% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Tower Research Capital (TRC)'s UFIV Position: Q2 2026 in Review

Tower Research Capital (TRC) increased its US Treasury 5 Year Note ETF (UFIV) stake by 291% in Q2 2026, buying an estimated $465K and bringing the position to 12,871 shares worth $621K. The position accounts for 0.02% of the portfolio, ranked #897.

Tower Research Capital (TRC) first reported a position in UFIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.26M in Q4 2025. 18 funds tracked by Wall St. Rank hold UFIV as of Q2 2026.

Tower Research Capital (TRC) held 12,871 shares of US Treasury 5 Year Note ETF worth $621K as of Q2 2026.
Tower Research Capital (TRC) bought 9,582 US Treasury 5 Year Note ETF shares in Q2 2026, an estimated $465K.
US Treasury 5 Year Note ETF made up 0.02% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #897 holding.
Tower Research Capital (TRC) first reported a position in US Treasury 5 Year Note ETF in Q4 2025 and has held it in 3 quarters since.
Tower Research Capital (TRC)'s US Treasury 5 Year Note ETF position peaked at $1.26M in Q4 2025.
18 funds tracked by Wall St. Rank held US Treasury 5 Year Note ETF as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.