TIAM2
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Tru Independence Asset Management 2’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Tru Independence Asset Management 2’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
2022
Q3 		– Sell
-7,325
Closed -$369K – 83
2022
Q2 		$369K Buy
+7,325
New +$369K 0.3% 43

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UBS Group
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RBA
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Royal Bank of Canada
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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tru Independence Asset Management 2's USFR Position: Q3 2022 in Review

Tru Independence Asset Management 2 sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2022, closing a stake of 7,325 shares — an estimated $369K sold.

Tru Independence Asset Management 2 first reported a position in USFR in Q2 2022 and held it in 1 quarter. The position peaked at $369K in Q2 2022. 285 funds tracked by Wall St. Rank hold USFR as of Q3 2022.

  • Tru Independence Asset Management 2 reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q3 2022 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 7,325 WisdomTree Floating Rate Treasury Fund shares in Q3 2022, an estimated $369K.
  • Tru Independence Asset Management 2 first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2022 and held it in 1 quarter.
  • Tru Independence Asset Management 2's WisdomTree Floating Rate Treasury Fund position peaked at $369K in Q2 2022.
  • 285 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q3 2022, filed 31 Oct 2022.