CAP
SHAG icon

Columbia Advisory Partners’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Columbia Advisory Partners’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 		$2.62M Sell
55,437
-10,956
-17% -$521K 1.45% 19
2026
Q1 		$3.16M Buy
+66,393
New +$3.18M 2.02% 12

Other funds holding SHAG

EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PSI
Planning Strategies Inc. Lancaster, Pennsylvania $160M AUM

Columbia Advisory Partners's SHAG Position: Q2 2026 in Review

Columbia Advisory Partners reduced its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) stake by 17% in Q2 2026, selling an estimated $521K and leaving 55,437 shares worth $2.62M. The position accounts for 1.45% of the portfolio, ranked #19.

Columbia Advisory Partners first reported a position in SHAG in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.16M in Q1 2026. 12 funds tracked by Wall St. Rank hold SHAG as of Q2 2026.

  • Columbia Advisory Partners held 55,437 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $2.62M as of Q2 2026.
  • Columbia Advisory Partners sold 10,956 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2026, an estimated $521K.
  • WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up 1.45% of Columbia Advisory Partners's portfolio in Q2 2026, its #19 holding.
  • Columbia Advisory Partners 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.
  • Columbia Advisory Partners's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $3.16M in Q1 2026.
  • 12 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.