IAG Wealth Partners’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Sell |
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|
2025
Q1 | $947K | Sell |
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|
2024
Q4 | $1.7M | Buy |
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|
2024
Q3 | $669K | Buy |
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|
2024
Q2 | $501K | Buy |
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|
2024
Q1 | $279K | Sell |
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|
2023
Q4 | $849K | Buy |
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|
2023
Q3 | $610K | Sell |
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|
2023
Q2 | $1.99M | Sell |
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|
2023
Q1 | $2.83M | Buy |
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|
2022
Q4 | $39.8K | Buy |
|