Triad Wealth Partners’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Triad Wealth Partners’s Portfolio USFR Stock Details USFR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.21M	Buy
2025 Q1	–	Sell
2024 Q4	$1.71M	Buy