HF Advisory Group’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 | $1.02M | Buy |
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|
2025
Q2 | $966K | Sell |
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|
2025
Q1 | $998K | Buy |
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|
2024
Q4 | $942K | Buy |
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|
2024
Q3 | $874K | Buy |
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|
2024
Q2 | $820K | Buy |
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|
2024
Q1 | $715K | Buy |
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|
2023
Q4 | $659K | Sell |
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|
2023
Q3 | $1.74M | Buy |
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|
2023
Q2 | $1.73M | Buy |
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|
2023
Q1 | $1.59M | Buy |
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|
2022
Q4 | $1.34M | Buy |
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