JFA
USFR

Johanson Financial Advisors’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Johanson Financial Advisors’s Portfolio USFR Stock Details USFR Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
2019
Q4 		$9.76M Buy
2019
Q3 		$579K Sell
2019
Q2 		$928K Sell
2019
Q1 		$1.24M Buy
2018
Q4 		$1.18M Sell
2018
Q3 		$1.19M Buy
2018
Q2 		$536K Buy