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Safeguard Investment Advisory Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Safeguard Investment Advisory Group’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 		$1.98M Buy
39,445
+26,564
+206% +$1.34M 0.5% 23
2025
Q1 		$648K Buy
+12,881
New +$648K 0.18% 58