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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$147K Buy
2023
Q4
Sell
2023
Q3
$1.37M Buy
2022
Q2
Sell
2022
Q1
$168K Buy