CA
SHAG icon

Clune & Associates’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Clune & Associates’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
Q3 		$20M Buy
+431,089
New +$20.3M 3.06% 9

Other funds holding SHAG

Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Clune & Associates's SHAG Position: Q3 2026 in Review

Clune & Associates opened a new position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q3 2026: 431,089 shares worth $20M. The stake represents 3.06% of the portfolio and ranks #9 among its holdings.

7 funds tracked by Wall St. Rank hold SHAG as of Q3 2026.

  • Clune & Associates held 431,089 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $20M as of Q3 2026.
  • WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund was a new Clune & Associates position in Q3 2026.
  • WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up 3.06% of Clune & Associates's portfolio in Q3 2026, its #9 holding.
  • 7 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.