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

KWB Wealth’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
2022 Q2	–	Sell
2022 Q1	$4.19M	Hold
2021 Q4	$4.19M	Sell
2021 Q3	$6.63M	Sell
2021 Q2	$14.5M	Sell
2021 Q1	$14.6M	Buy
2020 Q4	$13.5M	Buy