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International Assets Investment Management’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

International Assets Investment Management’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 		– Sell
-416
Closed -$19.8K – 2442
2026
Q1 		$19.8K Hold
416
– – ﹤0.01% 1500
2025
Q4 		$20K Buy
+416
New +$20K ﹤0.01% 1478

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
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
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

International Assets Investment Management's SHAG Position: Q2 2026 in Review

International Assets Investment Management sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2026, closing a stake of 416 shares — an estimated $19.8K sold.

International Assets Investment Management first reported a position in SHAG in Q4 2025 and held it in 2 quarters. The position peaked at $20K in Q4 2025. 12 funds tracked by Wall St. Rank hold SHAG as of Q2 2026.

  • International Assets Investment Management reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • International Assets Investment Management sold 416 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2026, an estimated $19.8K.
  • International Assets Investment Management first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2025 and held it in 2 quarters.
  • International Assets Investment Management's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $20K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.