Farther Finance Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,010
| Closed | -$47.7K | – | 4433 |
|
|
2024
Q4 | $47.7K | Sell |
1,010
-220
| -18% | -$10.4K | ﹤0.01% | 1682 |
|
|
2024
Q3 | $59K | Buy |
1,230
+3
| +0.2% | +$144 | ﹤0.01% | 1558 |
|
|
2024
Q2 | $57.6K | Buy |
1,227
+2
| +0.2% | +$94 | ﹤0.01% | 1360 |
|
|
2024
Q1 | $57.6K | Buy |
1,225
+2
| +0.2% | +$94 | ﹤0.01% | 1136 |
|
|
2023
Q4 | $57.9K | Buy |
1,223
+213
| +21% | +$10.1K | ﹤0.01% | 989 |
|
|
2023
Q3 | $46.7K | Hold |
1,010
| – | – | 0.01% | 792 |
|
|
2023
Q2 | $47.1K | Sell |
1,010
-497
| -33% | -$23.2K | 0.01% | 694 |
|
|
2023
Q1 | $71.1K | Sell |
1,507
-103
| -6% | -$4.86K | 0.02% | 504 |
|
|
2022
Q4 | $75.1K | Buy |
+1,610
| New | +$75.1K | 0.03% | 391 |
|