BA
USFR

Bivin & Associates’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Bivin & Associates’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
2022
Q1 		– Sell
-500
Closed -$13K – 445
2021
Q4 		$13K Buy
+500
New +$13K 0.01% 169

Other funds holding USFR

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
TM
Titan Managers Scottsdale, Arizona $63.6M AUM 0.03% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
CHJWM
Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas $310M AUM 23.79% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $471M AUM 23.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

Bivin & Associates's USFR Position: Q1 2022 in Review

Bivin & Associates sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2022, closing a stake of 500 shares — an estimated $13K sold.

Bivin & Associates first reported a position in USFR in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 21 funds tracked by Wall St. Rank hold USFR as of Q1 2022.

  • Bivin & Associates reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2022 after selling out during the quarter.
  • Bivin & Associates sold 500 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2022, an estimated $13K.
  • Bivin & Associates first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q4 2021 and held it in 1 quarter.
  • Bivin & Associates's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $13K in Q4 2021.
  • 21 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2022.

Based on Bivin & Associates's 13F filing for Q1 2022, filed 6 May 2022.