PWAG
USFR

Polaris Wealth Advisory Group’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

Polaris Wealth Advisory 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
Q2 		– Sell
-214,697
Closed -$10.8M – 182
2022
Q1 		$10.8M Buy
+214,697
New +$10.8M 0.72% 43

Other funds holding USFR

AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1B AUM 15.98% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return