Morgan Stanley
SHAG icon

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

Morgan Stanley’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
Q1 		$336K Sell
7,067
-431
-6% -$20.7K ﹤0.01% 5666
2025
Q4 		$360K Sell
7,498
-337
-4% -$16.2K ﹤0.01% 5680
2025
Q3 		$376K Sell
7,835
-90
-1% -$4.31K ﹤0.01% 5628
2025
Q2 		$379K Sell
7,925
-2,192
-22% -$104K ﹤0.01% 5589
2025
Q1 		$482K Buy
10,117
+604
+6% +$28.6K ﹤0.01% 5338
2024
Q4 		$449K Buy
9,513
+240
+3% +$11.4K ﹤0.01% 5469
2024
Q3 		$445K Buy
9,273
+3,470
+60% +$166K ﹤0.01% 5458
2024
Q2 		$272K Buy
5,803
+915
+19% +$42.9K ﹤0.01% 5547
2024
Q1 		$230K Sell
4,888
-4,576
-48% -$216K ﹤0.01% 5686
2023
Q4 		$448K Buy
9,464
+5,011
+113% +$234K ﹤0.01% 5664
2023
Q3 		$206K Buy
4,453
+206
+5% +$9.59K ﹤0.01% 5564
2023
Q2 		$198K Buy
4,247
+118
+3% +$5.55K ﹤0.01% 5651
2023
Q1 		$195K Buy
4,129
+316
+8% +$14.8K ﹤0.01% 5717
2022
Q4 		$178K Sell
3,813
-151
-4% -$7.01K ﹤0.01% 5715
2022
Q3 		$183K Sell
3,964
-1,310
-25% -$62.1K ﹤0.01% 5763
2022
Q2 		$251K Sell
5,274
-568
-10% -$27.1K ﹤0.01% 5784
2022
Q1 		$283K Sell
5,842
-69
-1% -$3.41K ﹤0.01% 5724
2021
Q4 		$299K Sell
5,911
-1,392
-19% -$70.6K ﹤0.01% 5845
2021
Q3 		$373K Buy
7,303
+5,887
+416% +$301K ﹤0.01% 5668
2021
Q2 		$72K Sell
1,416
-23
-2% -$1.18K ﹤0.01% 6497
2021
Q1 		$73K Sell
1,439
-1,015
-41% -$52K ﹤0.01% 6172
2020
Q4 		$126K Buy
2,454
+1,695
+223% +$87.3K ﹤0.01% 5812
2020
Q3 		$39K Sell
759
-1
-0.1% -$52 ﹤0.01% 5814
2020
Q2 		$39K Sell
760
-361
-32% -$18.4K ﹤0.01% 5759
2020
Q1 		$56K Sell
1,121
-488
-30% -$24.6K ﹤0.01% 5427
2019
Q4 		$81K Buy
1,609
+451
+39% +$22.7K ﹤0.01% 5713
2019
Q3 		$58K Buy
+1,158
New +$58.3K ﹤0.01% 5659
2019
Q2 		– Sell
-866
Closed -$43K – 6734
2019
Q1 		$43K Hold
866
– – ﹤0.01% 5734
2018
Q4 		$42K Hold
866
– – ﹤0.01% 5800
2018
Q3 		$42K Hold
866
– – ﹤0.01% 5920
2018
Q2 		$42K Hold
866
– – ﹤0.01% 5951
2018
Q1 		$43K Buy
+866
New +$42.7K ﹤0.01% 5917

Other funds holding SHAG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $157M AUM 17.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Morgan Stanley's SHAG Position: Q1 2026 in Review

Morgan Stanley reduced its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) stake by 5.7% in Q1 2026, selling an estimated $20.7K and leaving 7,067 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #5666.

Morgan Stanley first reported a position in SHAG in Q1 2018 and has held it in 32 quarters since. The position peaked at $482K in Q1 2025. 33 funds tracked by Wall St. Rank hold SHAG as of Q1 2026.

  • Morgan Stanley held 7,067 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $336K as of Q1 2026.
  • Morgan Stanley sold 431 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q1 2026, an estimated $20.7K.
  • WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5666 holding.
  • Morgan Stanley first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q1 2018 and has held it in 32 quarters since.
  • Morgan Stanley's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $482K in Q1 2025.
  • 33 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.