CBT
USFR icon

CoreFirst Bank & Trust’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

CoreFirst Bank & Trust’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
Q1 		– Sell
-778
Closed -$39.1K – 329
2024
Q4 		$39.1K Buy
+778
New +$39.2K 0.02% 232

Other funds holding USFR

STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
SWA
Serenus Wealth Advisors Santa Monica, California $573M AUM 18.59% 1-Year Est. Return

CoreFirst Bank & Trust's USFR Position: Q1 2025 in Review

CoreFirst Bank & Trust sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2025, closing a stake of 778 shares — an estimated $39.1K sold.

CoreFirst Bank & Trust first reported a position in USFR in Q4 2024 and held it in 1 quarter. The position peaked at $39.1K in Q4 2024. 578 funds tracked by Wall St. Rank hold USFR as of Q1 2025.

  • CoreFirst Bank & Trust reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2025 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 778 WisdomTree Floating Rate Treasury Fund shares in Q1 2025, an estimated $39.1K.
  • CoreFirst Bank & Trust first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2024 and held it in 1 quarter.
  • CoreFirst Bank & Trust's WisdomTree Floating Rate Treasury Fund position peaked at $39.1K in Q4 2024.
  • 578 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2025.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2025, filed 29 Apr 2025.