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

Darwin Wealth Management’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
2020
Q2 		– Sell
-205
Closed -$10K – 657
2020
Q1 		$10K Buy
+205
New +$10.3K ﹤0.01% 482

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Darwin Wealth Management's SHAG Position: Q2 2020 in Review

Darwin Wealth Management sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2020, closing a stake of 205 shares — an estimated $10K sold.

Darwin Wealth Management first reported a position in SHAG in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 24 funds tracked by Wall St. Rank hold SHAG as of Q2 2020.

  • Darwin Wealth Management reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 205 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2020, an estimated $10K.
  • Darwin Wealth Management first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $10K in Q1 2020.
  • 24 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.