IWA
USFR icon

Icon Wealth Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Icon Wealth Advisors’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 		$314K Hold
6,250
– – 0.02% 302
2025
Q1 		$315K Buy
+6,250
New +$315K 0.03% 285