Creative Planning
SHAG icon

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

Creative Planning’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
2021
Q2 		– Sell
-4,820
Closed -$246K – 2517
2021
Q1 		$246K Hold
4,820
– – ﹤0.01% 1926
2020
Q4 		$248K Hold
4,820
– – ﹤0.01% 1745
2020
Q3 		$248K Buy
+4,820
New +$249K ﹤0.01% 1553

Other funds holding SHAG

KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Creative Planning's SHAG Position: Q2 2021 in Review

Creative Planning sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2021, closing a stake of 4,820 shares — an estimated $246K sold.

Creative Planning first reported a position in SHAG in Q3 2020 and held it in 3 quarters. The position peaked at $248K in Q4 2020. 32 funds tracked by Wall St. Rank hold SHAG as of Q2 2021.

  • Creative Planning reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 4,820 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2021, an estimated $246K.
  • Creative Planning first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q3 2020 and held it in 3 quarters.
  • Creative Planning's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $248K in Q4 2020.
  • 32 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.