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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-495	Closed	-$23K	–	481
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	+$25.1K	0.01%	199

Other funds holding SHAG

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

IAG Wealth Partners's SHAG Position: Q4 2022 in Review

IAG Wealth Partners sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q4 2022, closing a stake of 495 shares — an estimated $23K sold.

IAG Wealth Partners first reported a position in SHAG in Q4 2021 and held it in 4 quarters. The position peaked at $25K in Q4 2021. 40 funds tracked by Wall St. Rank hold SHAG as of Q4 2022.

IAG Wealth Partners reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q4 2022 after selling out during the quarter.
IAG Wealth Partners sold 495 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q4 2022, an estimated $23K.
IAG Wealth Partners first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2021 and held it in 4 quarters.
IAG Wealth Partners's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $25K in Q4 2021.
40 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q4 2022.

Based on IAG Wealth Partners's 13F filing for Q4 2022, filed 8 Feb 2023.