Team Financial Group’s WisdomTree 7-10 Year Laddered Treasury Fund USIN Stock Holding History

Team Financial Group’s Portfolio USIN Stock Details USIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,574	Closed	-$78.9K	–	267
2026 Q1	$78.9K	Buy	1,574 +14	+0.9%	+$709	0.04%	92
2025 Q4	$79K	Buy	1,560 +16	+1%	+$815	0.04%	84
2025 Q3	$78.2K	Buy	1,544 +15	+1%	+$755	0.04%	76
2025 Q2	$76.9K	Buy	+1,529	New	+$76.1K	0.04%	72

Other funds holding USIN

Alchemi Wealth Essex, Connecticut $213M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Team Financial Group's USIN Position: Q2 2026 in Review

Team Financial Group sold out of WisdomTree 7-10 Year Laddered Treasury Fund (USIN) in Q2 2026, closing a stake of 1,574 shares — an estimated $78.9K sold.

Team Financial Group first reported a position in USIN in Q2 2025 and held it in 4 quarters. The position peaked at $79K in Q4 2025. 2 funds tracked by Wall St. Rank hold USIN as of Q2 2026.

Team Financial Group reported no remaining WisdomTree 7-10 Year Laddered Treasury Fund position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 1,574 WisdomTree 7-10 Year Laddered Treasury Fund shares in Q2 2026, an estimated $78.9K.
Team Financial Group first reported a position in WisdomTree 7-10 Year Laddered Treasury Fund in Q2 2025 and held it in 4 quarters.
Team Financial Group's WisdomTree 7-10 Year Laddered Treasury Fund position peaked at $79K in Q4 2025.
2 funds tracked by Wall St. Rank held WisdomTree 7-10 Year Laddered Treasury Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.