Valtinson Bruner Financial Planning’s US Treasury 5 Year Note ETF UFIV Stock Holding History

Valtinson Bruner Financial Planning’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	$222K	Buy	4,607 +42	+0.9%	+$2.04K	0.06%	173
2026 Q1	$223K	Buy	4,565 +38	+0.8%	+$1.87K	0.06%	161
2025 Q4	$223K	Sell	4,527 -7	-0.2%	-$346	0.06%	147
2025 Q3	$224K	Buy	4,534 +36	+0.8%	+$1.77K	0.07%	147
2025 Q2	$221K	Buy	+4,498	New	+$219K	0.07%	142

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

Valtinson Bruner Financial Planning's UFIV Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its US Treasury 5 Year Note ETF (UFIV) stake by 0.92% in Q2 2026, buying an estimated $2.04K and bringing the position to 4,607 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #173.

Valtinson Bruner Financial Planning first reported a position in UFIV in Q2 2025 and has held it in 5 quarters since. The position peaked at $224K in Q3 2025. 18 funds tracked by Wall St. Rank hold UFIV as of Q2 2026.

Valtinson Bruner Financial Planning held 4,607 shares of US Treasury 5 Year Note ETF worth $222K as of Q2 2026.
Valtinson Bruner Financial Planning bought 42 US Treasury 5 Year Note ETF shares in Q2 2026, an estimated $2.04K.
US Treasury 5 Year Note ETF made up 0.06% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #173 holding.
Valtinson Bruner Financial Planning first reported a position in US Treasury 5 Year Note ETF in Q2 2025 and has held it in 5 quarters since.
Valtinson Bruner Financial Planning's US Treasury 5 Year Note ETF position peaked at $224K in Q3 2025.
18 funds tracked by Wall St. Rank held US Treasury 5 Year Note ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.