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

Integrated Wealth Concepts’s Portfolio SHAG Stock Details SHAG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell
2021 Q3	$893K	Sell
2021 Q2	$990K	Buy
2021 Q1	$674K	Buy
2020 Q4	$356K	Buy
2020 Q3	$331K	Buy
2020 Q2	$252K	Buy