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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12,200	Closed	-$613K	–	53
2022 Q4	$613K	Sell	12,200 -6,011	-33%	-$302K	0.44%	25
2022 Q3	$916K	Sell	18,211 -588	-3%	-$29.6K	0.72%	19
2022 Q2	$946K	Buy	+18,799	New	+$946K	0.7%	15