IWM
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Iams Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Iams Wealth Management’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,161
Closed -$411K – 191
2025
Q1 		$411K Buy
8,161
+1,477
+22% +$74.3K 0.19% 121
2024
Q4 		$336K Buy
+6,684
New +$336K 0.15% 125