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

UBS Group’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	–	Sell	-63	Closed	-$3.08K	–	11063
2026 Q1	$3.08K	Buy	+63	New	+$3.1K	﹤0.01%	9146
2025 Q1	–	Sell	-1,469	Closed	-$70.2K	–	10743
2024 Q4	$70.2K	Buy	+1,469	New	+$71.2K	﹤0.01%	7080
2024 Q2	–	Sell	-1	Closed	-$48	–	10113
2024 Q1	$48	Buy	+1	New	+$49	﹤0.01%	8932

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

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 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

UBS Group's UFIV Position: Q2 2026 in Review

UBS Group sold out of US Treasury 5 Year Note ETF (UFIV) in Q2 2026, closing a stake of 63 shares — an estimated $3.08K sold.

UBS Group first reported a position in UFIV in Q1 2024 and held it in 3 quarters. The position peaked at $70.2K in Q4 2024. 18 funds tracked by Wall St. Rank hold UFIV as of Q2 2026.

UBS Group reported no remaining US Treasury 5 Year Note ETF position as of Q2 2026 after selling out during the quarter.
UBS Group sold 63 US Treasury 5 Year Note ETF shares in Q2 2026, an estimated $3.08K.
UBS Group first reported a position in US Treasury 5 Year Note ETF in Q1 2024 and held it in 3 quarters.
UBS Group's US Treasury 5 Year Note ETF position peaked at $70.2K in Q4 2024.
18 funds tracked by Wall St. Rank held US Treasury 5 Year Note ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.