U.S. Treasury 5 Year Note ETF (UFIV)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
UFIV Chart
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.
U.S. Treasury 5 Year Note ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Mark Alan Zeigler II Foguth Wealth Management, LLC. | 82,096 | $3.93M | $3.96M | $24,962.83 | 0.64% |
U.S. Treasury 5 Year Note ETF (UFIV) FAQ
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Has U.S. Treasury 5 Year Note ETF ever had a stock split?
U.S. Treasury 5 Year Note ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
This description refers to a financial institution, likely an investment fund or asset management firm, which focuses on investments in U.S. Treasury securities, specifically aiming to track or replicate the performance of a U.S. Treasury index. The firm employs a strategy that involves investing a significant portion of its assets in the securities that make up the ICE BofA Current 5-Year US Treasury Index. This particular index is noted for being composed of a single, most recently issued 5-year U.S. Treasury note, indicating a specialized and focused investment approach towards relatively short-term government securities.
Products and Services
- Investment in U.S. Treasury Notes
- Tracking the ICE BofA Current 5-Year US Treasury Index
This service focuses on the investment in the most recently issued 5-year U.S. Treasury notes, aiming for returns that reflect the performance of these specific securities. This strategy provides investors with exposure to U.S. government debt, offering potentially lower risk and fixed income returns.
This involves the management of the fund's assets with the specific objective of tracking the ICE BofA Current 5-Year US Treasury Index. The index's composition, being limited to the most recently issued 5-year U.S. Treasury note, implies a concise and highly focused investment strategy. The service is designed for investors seeking exposure to U.S. Treasury securities while aiming to benefit from the stability and predictability of the interest payments from these notes.
