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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 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. 29 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.
29 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.