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

Harbour Investments’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
2025 Q2	–	Sell	-165	Closed	-$7.86K	–	3709
2025 Q1	$7.86K	Hold	165	–	–	﹤0.01%	2630
2024 Q4	$7.79K	Hold	165	–	–	﹤0.01%	2567
2024 Q3	$7.92K	Hold	165	–	–	﹤0.01%	2459
2024 Q2	$7.75K	Hold	165	–	–	﹤0.01%	2368
2024 Q1	$7.78K	Hold	165	–	–	﹤0.01%	2319
2023 Q4	$7.82K	Hold	165	–	–	﹤0.01%	2240
2023 Q3	$7.64K	Buy	165 +1	+0.6%	+$47	﹤0.01%	2137
2023 Q2	$7.63K	Buy	164 +2	+1%	+$94	﹤0.01%	2147
2023 Q1	$7.66K	Hold	162	–	–	﹤0.01%	2127
2022 Q4	$7.54K	Buy	162 +2	+1%	+$93	﹤0.01%	2072
2022 Q3	$8K	Hold	160	–	–	﹤0.01%	2037
2022 Q2	$8K	Buy	+160	New	+$7.65K	﹤0.01%	2037
2021 Q4	$13K	Hold	254	–	–	﹤0.01%	1833
2021 Q3	$13K	Buy	254 +1	+0.4%	+$51	﹤0.01%	2536
2021 Q2	$13K	Hold	253	–	–	﹤0.01%	2596
2021 Q1	$13K	Buy	+253	New	+$13K	﹤0.01%	2466

Other funds holding SHAG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HAG

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

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

Harbour Investments's SHAG Position: Q2 2025 in Review

Harbour Investments sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2025, closing a stake of 165 shares — an estimated $7.86K sold.

Harbour Investments first reported a position in SHAG in Q1 2021 and held it in 16 quarters. The position peaked at $13K in Q4 2021. 30 funds tracked by Wall St. Rank hold SHAG as of Q2 2025.

Harbour Investments reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2025 after selling out during the quarter.
Harbour Investments sold 165 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2025, an estimated $7.86K.
Harbour Investments first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q1 2021 and held it in 16 quarters.
Harbour Investments's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $13K in Q4 2021.
30 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2025.

Based on Harbour Investments's 13F filing for Q2 2025, filed 28 Jul 2025.