Your Advocates Ltd’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Your Advocates Ltd’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
2022 Q3	–	Sell	-407	Closed	-$20K	–	214
2022 Q2	$20K	Hold	407	–	–	0.01%	67
2022 Q1	$20K	Hold	407	–	–	0.01%	76
2021 Q4	$21K	Hold	407	–	–	0.01%	65
2021 Q3	$21K	Hold	407	–	–	0.01%	67
2021 Q2	$21K	Buy	+407	New	+$20.8K	0.01%	62

Other funds holding SHAG

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Your Advocates Ltd's SHAG Position: Q3 2022 in Review

Your Advocates Ltd sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q3 2022, closing a stake of 407 shares — an estimated $20K sold.

Your Advocates Ltd first reported a position in SHAG in Q2 2021 and held it in 5 quarters. The position peaked at $21K in Q4 2021. 34 funds tracked by Wall St. Rank hold SHAG as of Q3 2022.

Your Advocates Ltd reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q3 2022 after selling out during the quarter.
Your Advocates Ltd sold 407 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q3 2022, an estimated $20K.
Your Advocates Ltd first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q2 2021 and held it in 5 quarters.
Your Advocates Ltd's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $21K in Q4 2021.
34 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q3 2022.

Based on Your Advocates Ltd's 13F filing for Q3 2022, filed 9 Nov 2022.