MIG
USFR

McGuire Investment Group’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

McGuire Investment Group’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-183,321
Closed -$4.6M – 135
2021
Q4 		$4.6M Buy
+183,321
New +$4.6M 0.76% 38
2020
Q1 		– Sell
-321,617
Closed -$8.06M – 96
2019
Q4 		$8.06M Buy
321,617
+87,876
+38% +$2.2M 2.39% 14
2019
Q3 		$5.86M Buy
+233,741
New +$5.86M 1.92% 19

Other funds holding USFR

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
TM
Titan Managers Scottsdale, Arizona $63.6M AUM 0.03% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
CHJWM
Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas $310M AUM 23.79% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $471M AUM 23.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

McGuire Investment Group's USFR Position: Q1 2022 in Review

McGuire Investment Group sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q1 2022, closing a stake of 183,321 shares — an estimated $4.6M sold.

McGuire Investment Group first reported a position in USFR in Q3 2019 and held it in 3 quarters. The position peaked at $8.06M in Q4 2019. 21 funds tracked by Wall St. Rank hold USFR as of Q1 2022.

  • McGuire Investment Group reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q1 2022 after selling out during the quarter.
  • McGuire Investment Group sold 183,321 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q1 2022, an estimated $4.6M.
  • McGuire Investment Group first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q3 2019 and held it in 3 quarters.
  • McGuire Investment Group's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $8.06M in Q4 2019.
  • 21 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q1 2022.

Based on McGuire Investment Group's 13F filing for Q1 2022, filed 14 Apr 2022.