Insight 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
Q2 | $780K | Buy |
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2025
Q1 | $773K | Buy |
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|
2024
Q4 | $588K | Buy |
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|
2024
Q3 | $595K | Buy |
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|
2024
Q2 | $536K | Buy |
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|
2024
Q1 | $501K | Sell |
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|
2023
Q4 | $528K | Buy |
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|
2023
Q3 | $516K | Buy |
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|
2023
Q2 | $519K | Sell |
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|
2023
Q1 | $528K | Buy |
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|
2022
Q4 | $522K | Sell |
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|
2022
Q3 | $528K | Buy |
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|
2022
Q2 | $527K | Buy |
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|
2022
Q1 | $448K | Sell |
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|
2021
Q4 | $527K | Sell |
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|
2021
Q3 | $533K | Sell |
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|
2021
Q2 | $599K | Sell |
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|
2021
Q1 | $634K | Buy |
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|
2020
Q4 | $579K | Buy |
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