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

IAG Wealth Partners’s Portfolio SHAG Stock Details SHAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-495
Closed -$23K – 482
2022
Q3 		$23K Hold
495
– – 0.01% 193
2022
Q2 		$24K Hold
495
– – 0.01% 185
2022
Q1 		$24K Hold
495
– – 0.01% 205
2021
Q4 		$25K Buy
+495
New +$25K 0.01% 199