UFIV icon

US Treasury 5 Year Note ETF
UFIV

48.72 USD
+0.00
0.00%
At close Jul 14, 4:00 PM EDT
1 day
0.00%
5 days
0.12%
1 month
0.27%
3 months
0.12%
6 months
2.65%
Year to date
1.84%
1 year
0.39%
5 years
-2.38%
10 years
-2.38%
0
Funds holding %
of 7,315 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]

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Research analyst outlook

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

See Analyst Rankings

Financial journalist opinion

Positive
Seeking Alpha
2 weeks 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
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