SAM
Smartleaf Asset Management’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45K | Buy |
940
+57
| +6% | +$2.73K | ﹤0.01% | 1208 |
|
|
2025
Q1 | $42K | Buy |
883
+234
| +36% | +$11.1K | ﹤0.01% | 1239 |
|
|
2024
Q4 | $30.6K | Sell |
649
-8,027
| -93% | -$379K | ﹤0.01% | 1420 |
|
|
2024
Q3 | $417K | Buy |
8,676
+195
| +2% | +$9.37K | 0.05% | 325 |
|
|
2024
Q2 | $399K | Sell |
8,481
-2,732
| -24% | -$128K | 0.07% | 275 |
|
|
2024
Q1 | $528K | Sell |
11,213
-45,621
| -80% | -$2.15M | 0.1% | 211 |
|
|
2023
Q4 | $2.69M | Buy |
+56,834
| New | +$2.69M | 0.72% | 33 |
|