KWM
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Kiker Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Kiker Wealth Management’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$39.3K Sell
781
-1,426
-65% -$71.7K 0.02% 213
2025
Q1 		$111K Buy
+2,207
New +$111K 0.08% 119