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Portland Financial Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Portland Financial Advisors’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 		$2.31M Buy
45,948
+1,360
+3% +$68.4K 5.55% 1
2025
Q1 		$2.24M Buy
44,588
+3,194
+8% +$161K 5.74% 1
2024
Q4 		$2.08M Buy
+41,394
New +$2.08M 5.6% 1