Creative Planning
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Creative Planning’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Creative Planning’s Portfolio SHAG Stock Details SHAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,820
Closed -$246K – 2289
2021
Q1 		$246K Hold
4,820
– – ﹤0.01% 1894
2020
Q4 		$248K Hold
4,820
– – ﹤0.01% 1717
2020
Q3 		$248K Buy
+4,820
New +$248K ﹤0.01% 1530