IWM
USFR

IHT Wealth Management’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

IHT Wealth Management’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
2021
Q2 		– Sell
-8,450
Closed -$212K – 996
2021
Q1 		$212K Buy
+8,450
New +$212K 0.02% 753

Other funds holding USFR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NPI
New Perspectives Inc Ridgeland, Mississippi $326M AUM 18.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TM
Titan Managers Scottsdale, Arizona $63.6M AUM 0.03% 1-Year Est. Return

IHT Wealth Management's USFR Position: Q2 2021 in Review

IHT Wealth Management sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q2 2021, closing a stake of 8,450 shares — an estimated $212K sold.

IHT Wealth Management first reported a position in USFR in Q1 2021 and held it in 1 quarter. The position peaked at $212K in Q1 2021. 134 funds tracked by Wall St. Rank hold USFR as of Q2 2021.

  • IHT Wealth Management reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q2 2021 after selling out during the quarter.
  • IHT Wealth Management sold 8,450 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q2 2021, an estimated $212K.
  • IHT Wealth Management first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q1 2021 and held it in 1 quarter.
  • IHT Wealth Management's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $212K in Q1 2021.
  • 134 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q2 2021.

Based on IHT Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.