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

RMR Wealth Builders’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
2021
Q2 		– Sell
-251
Closed -$13K – 609
2021
Q1 		$13K Buy
+251
New +$12.9K ﹤0.01% 572

Other funds holding SHAG

KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RMR Wealth Builders's SHAG Position: Q2 2021 in Review

RMR Wealth Builders sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2021, closing a stake of 251 shares — an estimated $13K sold.

RMR Wealth Builders first reported a position in SHAG in Q1 2021 and held it in 1 quarter. The position peaked at $13K in Q1 2021. 32 funds tracked by Wall St. Rank hold SHAG as of Q2 2021.

  • RMR Wealth Builders reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 251 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2021, an estimated $13K.
  • RMR Wealth Builders first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $13K in Q1 2021.
  • 32 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.