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

Integrity Wealth Advisors’s Portfolio USFR Stock Details USFR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.75M Sell
34,745
-3,349
-9% -$168K 1.22% 15
2025
Q1 		$1.92M Buy
38,094
+20,061
+111% +$1.01M 1.41% 13
2024
Q4 		$907K Buy
+18,033
New +$907K 0.66% 22