Beacon Financial Advisory’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$372K Sell
7,629
-1,885
-20% -$92K 0.1% 242
2025
Q1
$461K Buy
+9,514
New +$461K 0.14% 178