UBS Group’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 | $2.15K | Sell |
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2025
Q1 | $18.4K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $12.8K | Buy |
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|
2024
Q2 | $6.1K | Buy |
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|
2024
Q1 | $4.57K | Buy |
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|
2023
Q4 | $1.37K | Sell |
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|
2023
Q3 | $12.8K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $35K | Sell |
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|
2022
Q4 | $108K | Buy |
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|
2022
Q3 | $23K | Sell |
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|
2022
Q2 | $102K | Sell |
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|
2022
Q1 | $109K | Sell |
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|
2021
Q4 | $117K | Buy |
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|
2021
Q3 | $60K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $54K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $72K | Buy |
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|
2019
Q4 | $19K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $0 | Buy |
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