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

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-739
Closed -$35.5K – 866
2024
Q3 		$35.5K Buy
+739
New +$35.2K ﹤0.01% 607

Other funds holding SHAG

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return

Baldwin Wealth Partners's SHAG Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q4 2024, closing a stake of 739 shares — an estimated $35.5K sold.

Baldwin Wealth Partners first reported a position in SHAG in Q3 2024 and held it in 1 quarter. The position peaked at $35.5K in Q3 2024. 30 funds tracked by Wall St. Rank hold SHAG as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 739 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q4 2024, an estimated $35.5K.
  • Baldwin Wealth Partners first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $35.5K in Q3 2024.
  • 30 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.