JPMorgan Chase & Co’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.1K | Sell |
1,298
-256
| -16% | -$12.3K | ﹤0.01% | 5008 |
|
|
2025
Q1 | $74K | Sell |
1,554
-1,806
| -54% | -$86K | ﹤0.01% | 4881 |
|
|
2024
Q4 | $159K | Sell |
3,360
-30
| -0.9% | -$1.42K | ﹤0.01% | 4620 |
|
|
2024
Q3 | $163K | Sell |
3,390
-148
| -4% | -$7.1K | ﹤0.01% | 4545 |
|
|
2024
Q2 | $166K | Sell |
3,538
-5,057
| -59% | -$237K | ﹤0.01% | 4361 |
|
|
2024
Q1 | $405K | Buy |
8,595
+1,970
| +30% | +$92.8K | ﹤0.01% | 4085 |
|
|
2023
Q4 | $314K | Buy |
6,625
+2,498
| +61% | +$118K | ﹤0.01% | 4161 |
|
|
2023
Q3 | $191K | Buy |
+4,127
| New | +$191K | ﹤0.01% | 4255 |
|