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

Foundations 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
2025 Q2	$255K	Buy
2025 Q1	$252K	Sell
2024 Q4	$411K	Buy
2024 Q3	$250K	Buy
2024 Q2	$247K	Sell
2024 Q1	$387K	Sell
2023 Q4	$584K	Buy
2023 Q3	$405K	Buy
2023 Q2	$238K	Buy
2023 Q1	$213K	Buy