Synergy Investment Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Synergy Investment 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	$655K	Buy
2025 Q2	–	Sell
2025 Q1	$620K	Sell
2024 Q4	$645K	Buy