Kestra Advisory Services’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Kestra Advisory Services’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 Q3	$654K	Sell	14,109 -4,562	-24%	-$215K	﹤0.01%	2276
2026 Q2	$884K	Sell	18,671 -1,482	-7%	-$70.4K	﹤0.01%	1927
2026 Q1	$959K	Sell	20,153 -46	-0.2%	-$2.21K	﹤0.01%	1770
2025 Q4	$970K	Sell	20,199 -2,786	-12%	-$134K	﹤0.01%	1674
2025 Q3	$1.1M	Sell	22,985 -1,897	-8%	-$90.8K	0.01%	1513
2025 Q2	$1.19M	Sell	24,882 -335	-1%	-$15.9K	0.01%	1376
2025 Q1	$1.2M	Sell	25,217 -130	-0.5%	-$6.16K	0.01%	1285
2024 Q4	$1.2M	Sell	25,347 -7,240	-22%	-$344K	0.01%	1297
2024 Q3	$1.56M	Sell	32,587 -13,304	-29%	-$635K	0.01%	1084
2024 Q2	$2.15M	Buy	45,891 +10,872	+31%	+$510K	0.01%	922
2024 Q1	$1.65M	Sell	35,019 -4,355	-11%	-$206K	0.01%	971
2023 Q4	$1.86M	Sell	39,374 -2,050	-5%	-$95.6K	0.02%	825
2023 Q3	$1.92M	Sell	41,424 -490	-1%	-$22.8K	0.02%	700
2023 Q2	$1.95M	Sell	41,914 -693	-2%	-$32.6K	0.02%	677
2023 Q1	$2.01M	Buy	+42,607	New	+$2M	0.02%	648
2022 Q2	–	Sell	-11,166	Closed	-$541K	–	2233
2022 Q1	$541K	Sell	11,166 -27,033	-71%	-$1.34M	0.01%	1244
2021 Q4	$1.93M	Sell	38,199 -88,426	-70%	-$4.48M	0.02%	695
2021 Q3	$6.46M	Buy	126,625 +94,206	+291%	+$4.82M	0.06%	321
2021 Q2	$1.66M	Buy	+32,419	New	+$1.66M	0.02%	724
2021 Q1	–	Sell	-99,547	Closed	-$5.12M	–	2035
2020 Q4	$5.12M	Buy	99,547 +87,925	+757%	+$4.53M	0.06%	328
2020 Q3	$500K	Buy	+11,622	New	+$600K	0.01%	884

Other funds holding SHAG

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Heritage Family Offices Scottsdale, Arizona $303M AUM 20.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Kestra Advisory Services's SHAG Position: Q3 2026 in Review

Kestra Advisory Services reduced its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) stake by 24% in Q3 2026, selling an estimated $215K and leaving 14,109 shares worth $654K. The position accounts for ﹤0.01% of the portfolio, ranked #2276.

Kestra Advisory Services first reported a position in SHAG in Q3 2020 and has held it in 21 quarters since. The position peaked at $6.46M in Q3 2021. 11 funds tracked by Wall St. Rank hold SHAG as of Q3 2026.

Kestra Advisory Services held 14,109 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $654K as of Q3 2026.
Kestra Advisory Services sold 4,562 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q3 2026, an estimated $215K.
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2276 holding.
Kestra Advisory Services first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q3 2020 and has held it in 21 quarters since.
Kestra Advisory Services's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $6.46M in Q3 2021.
11 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.