Herold Advisors’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $371K | Buy |
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|
2025
Q2 | $346K | Hold |
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|
2025
Q1 | $344K | Sell |
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|
2024
Q4 | $388K | Hold |
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|
2024
Q3 | $394K | Sell |
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|
2024
Q2 | $427K | Sell |
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|
2024
Q1 | $438K | Sell |
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|
2023
Q4 | $463K | Buy |
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|
2023
Q3 | $452K | Sell |
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|
2023
Q2 | $549K | Buy |
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|
2023
Q1 | $307K | Buy |
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|
2022
Q4 | $277K | Buy |
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