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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-36,509	Closed	-$1.74M	–	563
2022 Q2	$1.74M	Buy	36,509 +644	+2%	+$30.6K	0.04%	290
2022 Q1	$1.74M	Buy	35,865 +5,953	+20%	+$289K	0.04%	304
2021 Q4	$1.51M	Buy	+29,912	New	+$1.51M	0.03%	326