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M Wealth Management LLC’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

M Wealth Management LLC’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 		$5.22M Sell
103,796
-27,800
-21% -$1.4M 4.82% 5
2025
Q1 		$6.62M Sell
131,596
-25,576
-16% -$1.29M 6.17% 5
2024
Q4 		$7.91M Buy
+157,172
New +$7.91M 7.22% 4