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

Maia Wealth’s Portfolio SHAG Stock Details SHAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$266K	Buy	+5,626	New	+$262K	0.11%	152

Other funds holding SHAG

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Maia Wealth's SHAG Position: Q4 2023 in Review

Maia Wealth opened a new position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q4 2023: 5,626 shares worth $266K. The stake represents 0.11% of the portfolio and ranks #152 among its holdings.

40 funds tracked by Wall St. Rank hold SHAG as of Q4 2023.

Maia Wealth held 5,626 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $266K as of Q4 2023.
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund was a new Maia Wealth position in Q4 2023.
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up 0.11% of Maia Wealth's portfolio in Q4 2023, its #152 holding.
40 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q4 2023.

Based on Maia Wealth's 13F filing for Q4 2023, filed 13 Feb 2024.