McNamara Financial Services’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

McNamara Financial Services’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
2022 Q1	–	Sell	-4,487	Closed	-$227K	–	61
2021 Q4	$227K	Hold	4,487	–	–	0.06%	59
2021 Q3	$229K	Hold	4,487	–	–	0.06%	57
2021 Q2	$229K	Buy	+4,487	New	+$229K	0.06%	54

Other funds holding SHAG

Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

FPOC

Financial Planners of Cleveland Mayfield Heights, Ohio $238M AUM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

PMG

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

McNamara Financial Services's SHAG Position: Q1 2022 in Review

McNamara Financial Services sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q1 2022, closing a stake of 4,487 shares — an estimated $227K sold.

McNamara Financial Services first reported a position in SHAG in Q2 2021 and held it in 3 quarters. The position peaked at $229K in Q3 2021. 44 funds tracked by Wall St. Rank hold SHAG as of Q1 2022.

McNamara Financial Services reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q1 2022 after selling out during the quarter.
McNamara Financial Services sold 4,487 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q1 2022, an estimated $227K.
McNamara Financial Services first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q2 2021 and held it in 3 quarters.
McNamara Financial Services's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $229K in Q3 2021.
44 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q1 2022.

Based on McNamara Financial Services's 13F filing for Q1 2022, filed 2 May 2022.