IWP
USFR

IAG Wealth Partners’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

IAG Wealth Partners’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
2020
Q3 		– Sell
-5,976
Closed -$151K – 442
2020
Q2 		$151K Buy
+5,976
New +$151K 0.07% 60

Other funds holding USFR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM

IAG Wealth Partners's USFR Position: Q3 2020 in Review

IAG Wealth Partners sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q3 2020, closing a stake of 5,976 shares — an estimated $151K sold.

IAG Wealth Partners first reported a position in USFR in Q2 2020 and held it in 1 quarter. The position peaked at $151K in Q2 2020. 130 funds tracked by Wall St. Rank hold USFR as of Q3 2020.

  • IAG Wealth Partners reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q3 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 5,976 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q3 2020, an estimated $151K.
  • IAG Wealth Partners first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q2 2020 and held it in 1 quarter.
  • IAG Wealth Partners's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $151K in Q2 2020.
  • 130 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q3 2020.

Based on IAG Wealth Partners's 13F filing for Q3 2020, filed 11 Feb 2021.