Herold 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
Q2 | $346K | Hold |
7,229
| – | – | 0.07% | 218 |
|
|
2025
Q1 | $344K | Sell |
7,229
-993
| -12% | -$47.3K | 0.08% | 205 |
|
|
2024
Q4 | $388K | Hold |
8,222
| – | – | 0.08% | 198 |
|
|
2024
Q3 | $394K | Sell |
8,222
-877
| -10% | -$42.1K | 0.09% | 205 |
|
|
2024
Q2 | $427K | Sell |
9,099
-198
| -2% | -$9.3K | 0.1% | 195 |
|
|
2024
Q1 | $438K | Sell |
9,297
-478
| -5% | -$22.5K | 0.11% | 192 |
|
|
2023
Q4 | $463K | Buy |
9,775
+3
| +0% | +$142 | 0.13% | 164 |
|
|
2023
Q3 | $452K | Sell |
9,772
-2,008
| -17% | -$92.9K | 0.14% | 166 |
|
|
2023
Q2 | $549K | Buy |
11,780
+5,274
| +81% | +$246K | 0.17% | 145 |
|
|
2023
Q1 | $307K | Buy |
6,506
+573
| +10% | +$27K | 0.11% | 180 |
|
|
2022
Q4 | $277K | Buy |
+5,933
| New | +$277K | 0.12% | 167 |
|