UFIV icon

US Treasury 5 Year Note ETF
UFIV

48.85 USD
-0.13
0.27%
At close Jul 30, 4:00 PM EDT
1 day
-0.27%
5 days
0.16%
1 month
-0.75%
3 months
-1.09%
6 months
1.54%
Year to date
2.11%
1 year
0.18%
5 years
-2.12%
10 years
-2.12%
0
Funds holding %
of 7,323 funds
–
Analysts bullish %

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

0% more capital invested

Capital invested by funds: $47.4M [Q4 2024] → $47.6M (+$143K) [Q1 2025]

0% more funds holding

Funds holding: 15 [Q4 2024] → 15 (+0) [Q1 2025]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

13.6% less ownership

Funds ownership: 113.79% [Q4 2024] → 100.18% (-13.6%) [Q1 2025]

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for UFIV.

See Analyst Rankings

Financial journalist opinion

Positive
Seeking Alpha
1 month ago
My First Look At UFIV: Focus Is 5-Year USTs
I rate UFIV a Hold due to uncertainty in interest rates and better-performing 5-year Treasury ETFs like XFIV with lower costs. UFIV offers a 3.9% yield, but this is less than 5-year CDs and peer ETFs, though interest is exempt from state taxes. Shorter-duration Treasury ETFs have outperformed recently, but this could shift if the Fed cuts rates and inflation remains controlled.
My First Look At UFIV: Focus Is 5-Year USTs
See News Rankings
Charts implemented using Lightweight Charts™