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

Bernard Wealth Management’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 		$6.74K Sell
134
-12
-8% -$604 ﹤0.01% 226
2025
Q1 		$7.35K Buy
146
+134
+1,117% +$6.75K ﹤0.01% 237
2024
Q4 		$604 Buy
+12
New +$604 ﹤0.01% 296