Baldwin Wealth Partners’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Baldwin Wealth Partners’s Portfolio USFR Stock Details USFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$252K	Hold
2025 Q2	$252K	Hold
2025 Q1	$252K	Hold
2024 Q4	$252K	Hold
2024 Q3	$252K	Hold
2024 Q2	$252K	Hold
2024 Q1	$252K	Hold
2023 Q4	$252K	Buy