Trilogy Capital’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
Q3 | $222K | Sell |
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2025
Q2 | $224K | Sell |
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2025
Q1 | $230K | Sell |
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|
2024
Q4 | $283K | Buy |
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|
2024
Q3 | $283K | Sell |
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|
2024
Q2 | $307K | Sell |
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|
2024
Q1 | $395K | Sell |
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|
2023
Q4 | $61.9M | Buy |
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|
2023
Q3 | $56.4M | Buy |
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|
2023
Q2 | $54.4M | Buy |
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|
2023
Q1 | $51.7M | Buy |
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|
2022
Q4 | $1.28M | Sell |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $1.03M | Buy |
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