IA
USFR

IFG Advisory’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

IFG Advisory’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
2022
Q1 		– Sell
-56,649
Closed -$1.42M – 535
2021
Q4 		$1.42M Sell
56,649
-20,822
-27% -$522K 0.14% 167
2021
Q3 		$1.94M Buy
77,471
+7,815
+11% +$196K 0.21% 127
2021
Q2 		$1.75M Sell
69,656
-10,720
-13% -$269K 0.19% 134
2021
Q1 		$2.02M Buy
80,376
+43,639
+119% +$1.1M 0.25% 102
2020
Q4 		$922K Buy
36,737
+11,363
+45% +$285K 0.13% 181
2020
Q3 		$637K Buy
25,374
+10,550
+71% +$265K 0.1% 205
2020
Q2 		$372K Buy
+14,824
New +$372K 0.07% 260

Other funds holding USFR

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
TM
Titan Managers Scottsdale, Arizona $63.6M AUM 0.03% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
CHJWM
Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas $310M AUM 23.79% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $471M AUM 23.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

IFG Advisory's USFR Position: Q1 2022 in Review

IFG Advisory sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2022, closing a stake of 56,649 shares — an estimated $1.42M sold.

IFG Advisory first reported a position in USFR in Q2 2020 and held it in 7 quarters. The position peaked at $2.02M in Q1 2021. 21 funds tracked by Wall St. Rank hold USFR as of Q1 2022.

  • IFG Advisory reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2022 after selling out during the quarter.
  • IFG Advisory sold 56,649 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2022, an estimated $1.42M.
  • IFG Advisory first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q2 2020 and held it in 7 quarters.
  • IFG Advisory's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $2.02M in Q1 2021.
  • 21 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2022.

Based on IFG Advisory's 13F filing for Q1 2022, filed 4 May 2022.