TRUADVICE’s US Treasury 5 Year Note ETF UFIV Stock Holding History

TRUADVICE’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
2023 Q3	$2.44M	Buy	+51,147	New	+$2.48M	0.96%	26

Other funds holding UFIV

TFS

Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TRUADVICE's UFIV Position: Q3 2023 in Review

TRUADVICE opened a new position in US Treasury 5 Year Note ETF (UFIV) in Q3 2023: 51,147 shares worth $2.44M. The stake represents 0.96% of the portfolio and ranks #26 among its holdings.

3 funds tracked by Wall St. Rank hold UFIV as of Q3 2023.

TRUADVICE held 51,147 shares of US Treasury 5 Year Note ETF worth $2.44M as of Q3 2023.
US Treasury 5 Year Note ETF was a new TRUADVICE position in Q3 2023.
US Treasury 5 Year Note ETF made up 0.96% of TRUADVICE's portfolio in Q3 2023, its #26 holding.
3 funds tracked by Wall St. Rank held US Treasury 5 Year Note ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.