IAN
USFR

Integrated Advisors Network’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Integrated Advisors Network’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
-12,800
Closed -$321K – 716
2021
Q4 		$321K Sell
12,800
-300
-2% -$7.52K 0.02% 518
2021
Q3 		$329K Sell
13,100
-9,200
-41% -$231K 0.02% 496
2021
Q2 		$560K Sell
22,300
-200
-0.9% -$5.02K 0.04% 334
2021
Q1 		$565K Hold
22,500
– – 0.05% 310
2020
Q4 		$565K Sell
22,500
-10,900
-33% -$274K 0.06% 267
2020
Q3 		$839K Buy
33,400
+16,850
+102% +$423K 0.11% 192
2020
Q2 		$416K Buy
16,550
+3,900
+31% +$98K 0.05% 285
2020
Q1 		$318K Buy
+12,650
New +$318K 0.06% 253

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

Integrated Advisors Network's USFR Position: Q1 2022 in Review

Integrated Advisors Network sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2022, closing a stake of 12,800 shares — an estimated $321K sold.

Integrated Advisors Network first reported a position in USFR in Q1 2020 and held it in 8 quarters. The position peaked at $839K in Q3 2020. 21 funds tracked by Wall St. Rank hold USFR as of Q1 2022.

  • Integrated Advisors Network reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2022 after selling out during the quarter.
  • Integrated Advisors Network sold 12,800 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2022, an estimated $321K.
  • Integrated Advisors Network first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q1 2020 and held it in 8 quarters.
  • Integrated Advisors Network's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $839K in Q3 2020.
  • 21 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2022.

Based on Integrated Advisors Network's 13F filing for Q1 2022, filed 2 May 2022.