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Barnes Wealth Management Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Barnes Wealth Management Group’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
Q2 		$450K Buy
8,940
+442
+5% +$22.2K 0.27% 87
2025
Q1 		$428K Buy
8,498
+581
+7% +$29.2K 0.27% 86
2024
Q4 		$398K Buy
+7,917
New +$398K 0.27% 84