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IMA Advisory Services’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

IMA Advisory Services’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
2026
Q1 		– Sell
-68
Closed -$3.43K – 1059
2025
Q4 		$3.43K Buy
+68
New +$3.42K ﹤0.01% 521

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NW
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IMA Advisory Services's USFR Position: Q1 2026 in Review

IMA Advisory Services sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2026, closing a stake of 68 shares — an estimated $3.43K sold.

IMA Advisory Services first reported a position in USFR in Q4 2025 and held it in 1 quarter. The position peaked at $3.43K in Q4 2025. 602 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

  • IMA Advisory Services reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2026 after selling out during the quarter.
  • IMA Advisory Services sold 68 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $3.43K.
  • IMA Advisory Services first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2025 and held it in 1 quarter.
  • IMA Advisory Services's WisdomTree Floating Rate Treasury Fund position peaked at $3.43K in Q4 2025.
  • 602 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.