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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.74K	Hold
2025 Q2	$6.74K	Sell
2025 Q1	$7.35K	Buy
2024 Q4	$604	Buy