RWB
USFR

RMR Wealth Builders’s WisdomTree Bloomberg Floating Rate Treasury Fund USFR Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-884
Closed -$22K – 797
2021
Q1 		$22K Buy
+884
New +$22K 0.01% 501

Other funds holding USFR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NPI
New Perspectives Inc Ridgeland, Mississippi $326M AUM 18.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TM
Titan Managers Scottsdale, Arizona $63.6M AUM 0.03% 1-Year Est. Return

RMR Wealth Builders's USFR Position: Q2 2021 in Review

RMR Wealth Builders sold out of WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) in Q2 2021, closing a stake of 884 shares — an estimated $22K sold.

RMR Wealth Builders first reported a position in USFR in Q1 2021 and held it in 1 quarter. The position peaked at $22K in Q1 2021. 134 funds tracked by Wall St. Rank hold USFR as of Q2 2021.

  • RMR Wealth Builders reported no remaining WisdomTree Bloomberg Floating Rate Treasury Fund position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 884 WisdomTree Bloomberg Floating Rate Treasury Fund shares in Q2 2021, an estimated $22K.
  • RMR Wealth Builders first reported a position in WisdomTree Bloomberg Floating Rate Treasury Fund in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's WisdomTree Bloomberg Floating Rate Treasury Fund position peaked at $22K in Q1 2021.
  • 134 funds tracked by Wall St. Rank held WisdomTree Bloomberg Floating Rate Treasury Fund as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.