LPL Financial’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 | $6.64M | Buy |
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|
2025
Q1 | $6.44M | Buy |
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|
2024
Q4 | $6.09M | Sell |
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|
2024
Q3 | $6.2M | Buy |
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|
2024
Q2 | $5.8M | Buy |
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|
2024
Q1 | $5.57M | Sell |
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|
2023
Q4 | $6.58M | Buy |
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|
2023
Q3 | $4.28M | Buy |
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|
2023
Q2 | $4.17M | Buy |
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|
2023
Q1 | $4.15M | Sell |
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|
2022
Q4 | $4.67M | Sell |
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|
2022
Q3 | $4.93M | Sell |
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|
2022
Q2 | $5.45M | Sell |
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|
2022
Q1 | $6.03M | Sell |
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|
2021
Q4 | $7.05M | Sell |
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|
2021
Q3 | $13.4M | Buy |
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|
2021
Q2 | $11.4M | Buy |
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|
2021
Q1 | $11.1M | Buy |
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|
2020
Q4 | $9.76M | Buy |
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|
2020
Q3 | $6.85M | Buy |
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|
2020
Q2 | $5.85M | Sell |
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|
2020
Q1 | $8.25M | Buy |
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|
2019
Q4 | $773K | Buy |
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