Creative Financial Designs’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Creative Financial Designs’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	$1.8K	Hold	38	–	–	﹤0.01%	1924
2026 Q1	$1.81K	Hold	38	–	–	﹤0.01%	1795
2025 Q4	$1.82K	Hold	38	–	–	﹤0.01%	1699
2025 Q3	$1.82K	Hold	38	–	–	﹤0.01%	1710
2025 Q2	$1.82K	Sell	38 -26	-41%	-$1.24K	﹤0.01%	1697
2025 Q1	$3.05K	Sell	64 -10	-14%	-$474	﹤0.01%	1594
2024 Q4	$3.49K	Buy	74 +36	+95%	+$1.71K	﹤0.01%	1493
2024 Q3	$1.82K	Hold	38	–	–	﹤0.01%	1539
2024 Q2	$1.78K	Sell	38 -24	-39%	-$1.13K	﹤0.01%	1495
2024 Q1	$2.92K	Hold	62	–	–	﹤0.01%	1427
2023 Q4	$2.94K	Hold	62	–	–	﹤0.01%	1362
2023 Q3	$2.87K	Hold	62	–	–	﹤0.01%	1279
2023 Q2	$2.89K	Sell	62 -41	-40%	-$1.93K	﹤0.01%	1262
2023 Q1	$4.86K	Sell	103 -45	-30%	-$2.11K	﹤0.01%	1119
2022 Q4	$6.91K	Hold	148	–	–	﹤0.01%	966
2022 Q3	$7K	Hold	148	–	–	﹤0.01%	970
2022 Q2	$7K	Sell	148 -186	-56%	-$8.89K	﹤0.01%	947
2022 Q1	$16K	Buy	+334	New	+$16.5K	﹤0.01%	814

Other funds holding SHAG

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

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 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

Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

PSI

Planning Strategies Inc. Lancaster, Pennsylvania $160M AUM

Creative Financial Designs's SHAG Position: Q2 2026 in Review

Creative Financial Designs held its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) position steady in Q2 2026 at 38 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Creative Financial Designs first reported a position in SHAG in Q1 2022 and has held it in 18 quarters since. The position peaked at $16K in Q1 2022. 12 funds tracked by Wall St. Rank hold SHAG as of Q2 2026.

Creative Financial Designs held 38 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $1.8K as of Q2 2026.
Creative Financial Designs 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 ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1924 holding.
Creative Financial Designs first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q1 2022 and has held it in 18 quarters since.
Creative Financial Designs's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $16K in Q1 2022.
12 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.