Osaic Holdings’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 | $29K | Sell |
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|
2025
Q1 | $102K | Buy |
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|
2024
Q4 | $32.3K | Sell |
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|
2024
Q3 | $89.2K | Buy |
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|
2024
Q2 | $80.3K | Buy |
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|
2024
Q1 | $8.71K | Sell |
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|
2023
Q4 | $20.8K | Sell |
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|
2023
Q3 | $135K | Sell |
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|
2023
Q2 | $202K | Sell |
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|
2023
Q1 | $320K | Sell |
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|
2022
Q4 | $379K | Buy |
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|
2022
Q3 | $43K | Hold |
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|
2022
Q2 | $43K | Sell |
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|
2022
Q1 | $59K | Sell |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $2M | Buy |
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|
2021
Q2 | $671K | Sell |
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|
2021
Q1 | $836K | Sell |
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|
2020
Q4 | $901K | Sell |
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|
2020
Q3 | $1.39M | Buy |
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|
2020
Q2 | $87K | Buy |
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|
2020
Q1 | $13K | Buy |
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