Christian Investment Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Christian Investment Advisors’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
2026 Q1	$11.6M	Sell	230,445 -69,812	-23%	-$3.52M	7.33%	8
2025 Q4	$15.1M	Buy	300,257 +11,737	+4%	+$591K	12.25%	4
2025 Q3	$14.5M	Buy	288,520 +13,083	+5%	+$659K	11.65%	4
2025 Q2	$13.9M	Buy	275,437 +129,169	+88%	+$6.51M	9.58%	5
2025 Q1	$7.37M	Buy	146,268 +5,089	+4%	+$257K	5.12%	9
2024 Q4	$7.1M	Buy	+141,179	New	+$7.11M	5.14%	9

Other funds holding USFR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Christian Investment Advisors's USFR Position: Q1 2026 in Review

Christian Investment Advisors reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 23% in Q1 2026, selling an estimated $3.52M and leaving 230,445 shares worth $11.6M. The position accounts for 7.33% of the portfolio, ranked #8.

Christian Investment Advisors first reported a position in USFR in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.1M in Q4 2025. 602 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

Christian Investment Advisors held 230,445 shares of WisdomTree Floating Rate Treasury Fund worth $11.6M as of Q1 2026.
Christian Investment Advisors sold 69,812 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $3.52M.
WisdomTree Floating Rate Treasury Fund made up 7.33% of Christian Investment Advisors's portfolio in Q1 2026, its #8 holding.
Christian Investment Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2024 and has held it in 6 quarters since.
Christian Investment Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $15.1M in Q4 2025.
602 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on Christian Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.