Independent Financial Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Independent Financial Group’s Portfolio USFR Stock Details USFR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.99M	Buy
2025 Q4	$2.63M	Buy
2025 Q3	$312K	Buy
2025 Q2	$239K	Buy