TWM
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Trueblood Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Trueblood Wealth 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 		– Sell
-6,000
Closed -$302K – 259
2025
Q2 		$302K Buy
+6,000
New +$302K 0.13% 202

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Trueblood Wealth Management's USFR Position: Q3 2025 in Review

Trueblood Wealth Management sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q3 2025, closing a stake of 6,000 shares — an estimated $302K sold.

Trueblood Wealth Management first reported a position in USFR in Q2 2025 and held it in 1 quarter. The position peaked at $302K in Q2 2025. 561 funds tracked by Wall St. Rank hold USFR as of Q3 2025.

  • Trueblood Wealth Management reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q3 2025 after selling out during the quarter.
  • Trueblood Wealth Management sold 6,000 WisdomTree Floating Rate Treasury Fund shares in Q3 2025, an estimated $302K.
  • Trueblood Wealth Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2025 and held it in 1 quarter.
  • Trueblood Wealth Management's WisdomTree Floating Rate Treasury Fund position peaked at $302K in Q2 2025.
  • 561 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2025.

Based on Trueblood Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.