Prime Capital Investment Advisors’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Prime Capital Investment Advisors’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
2025 Q2	$891K	Sell
2025 Q1	$888K	Buy
2024 Q4	$859K	Sell
2024 Q3	$990K	Sell
2024 Q2	$998K	Sell
2024 Q1	$1.26M	Hold
2023 Q4	$1.26M	Hold
2023 Q3	$1.23M	Sell
2023 Q2	$1.79M	Buy