AmeriFlex Group’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

AmeriFlex Group’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
2026 Q2	$38K	Hold	802	–	–	0.02%	564
2026 Q1	$38.2K	Buy	+802	New	+$38.5K	0.02%	478

Other funds holding SHAG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

AmeriFlex Group's SHAG Position: Q2 2026 in Review

AmeriFlex Group held its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) position steady in Q2 2026 at 802 shares worth $38K. The position accounts for 0.02% of the portfolio, ranked #564.

AmeriFlex Group first reported a position in SHAG in Q1 2026 and has held it in 2 quarters since. The position peaked at $38.2K in Q1 2026. 30 funds tracked by Wall St. Rank hold SHAG as of Q2 2026.

AmeriFlex Group held 802 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $38K as of Q2 2026.
AmeriFlex Group left its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund share count unchanged in Q2 2026.
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up 0.02% of AmeriFlex Group's portfolio in Q2 2026, its #564 holding.
AmeriFlex Group first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q1 2026 and has held it in 2 quarters since.
AmeriFlex Group's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $38.2K in Q1 2026.
30 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.