Kestra Advisory Services’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 | $1.19M | Sell |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $1.56M | Sell |
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|
2024
Q2 | $2.15M | Buy |
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|
2024
Q1 | $1.65M | Sell |
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|
2023
Q4 | $1.86M | Sell |
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|
2023
Q3 | $1.92M | Sell |
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|
2023
Q2 | $1.95M | Sell |
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|
2023
Q1 | $2.01M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $541K | Sell |
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|
2021
Q4 | $1.93M | Sell |
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|
2021
Q3 | $6.46M | Buy |
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|
2021
Q2 | $1.66M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $5.12M | Buy |
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|
2020
Q3 | $500K | Buy |
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