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Arkadios Wealth Advisors’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Arkadios Wealth Advisors’s Portfolio SHAG Stock Details SHAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2
Closed – – 1569
2021
Q3 		$0 Hold
2
– – ﹤0.01% 2036
2021
Q2 		$0 Buy
+2
New +$102 ﹤0.01% 2026

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FPOC
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CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Arkadios Wealth Advisors's SHAG Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q4 2021, closing a stake of 2 shares.

Arkadios Wealth Advisors first reported a position in SHAG in Q2 2021 and held it in 2 quarters. The position peaked at $0 in Q3 2021. 43 funds tracked by Wall St. Rank hold SHAG as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 2 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q4 2021.
  • Arkadios Wealth Advisors first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $0 in Q3 2021.
  • 43 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.