BOSSRA
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B.O.S.S. Retirement Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

B.O.S.S. Retirement Advisors’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,555
Closed -$732K – 193
2024
Q4 		$732K Buy
+14,555
New +$732K 0.2% 100