Oregon Pacific Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Oregon Pacific Wealth Management’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
2025 Q3	$376K	Buy
2025 Q2	$375K	Sell
2025 Q1	$416K	Sell
2024 Q4	$462K	Buy