Larson Financial Group’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 | $177 | Hold |
4
| – | – | ﹤0.01% | 3057 |
|
|
2025
Q1 | $174 | Hold |
4
| – | – | ﹤0.01% | 2798 |
|
|
2024
Q4 | $171 | Sell |
4
-2
| -33% | -$86 | ﹤0.01% | 2469 |
|
|
2024
Q3 | $267 | Hold |
6
| – | – | ﹤0.01% | 2269 |
|
|
2024
Q2 | $258 | Buy |
+6
| New | +$258 | ﹤0.01% | 1995 |
|
|
2024
Q1 | – | Hold |
0
| – | -$21 | – | 1765 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 1770 |
|