Institute for Wealth Management’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Institute for Wealth Management’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
2020 Q3	–	Sell
2020 Q2	$358K	Sell
2020 Q1	$364K	Sell
2019 Q4	$367K	Buy
2019 Q3	$342K	Buy
2019 Q2	$318K	Buy
2019 Q1	$294K	Sell
2018 Q4	$290K	Buy