NBC Securities
SHAG icon

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

NBC Securities’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 		$25K Sell
540
-436
-45% -$20.5K ﹤0.01% 1573
2026
Q2 		$46.2K Sell
976
-1,372
-58% -$65.2K ﹤0.01% 1319
2026
Q1 		$112K Sell
2,348
-341
-13% -$16.4K 0.01% 1048
2025
Q4 		$129K Buy
2,689
+479
+22% +$23K 0.01% 984
2025
Q3 		$106K Sell
2,210
-610
-22% -$29.2K 0.01% 1050
2025
Q2 		$134K Sell
2,820
-928
-25% -$44.2K 0.01% 961
2025
Q1 		$178K Buy
3,748
+3,739
+41,544% +$177K 0.02% 824
2024
Q4 		$441 Sell
9
-9,162
-100% -$435K 0.04% 489
2024
Q3 		$439K Buy
9,171
+1,582
+21% +$75.5K 0.04% 505
2024
Q2 		$356K Buy
7,589
+1
+0% +$47 0.03% 554
2024
Q1 		$357K Buy
7,588
+2,606
+52% +$123K 0.03% 546
2023
Q4 		$235K Buy
4,982
+3,034
+156% +$141K 0.02% 669
2023
Q3 		$90K Buy
+1,948
New +$90.7K 0.01% 968

Other funds holding SHAG

CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
HF Advisory Group
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
Insight Advisors
Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Heritage Family Offices
Heritage Family Offices Scottsdale, Arizona $303M AUM 20.28% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Planning Strategies
Planning Strategies Lancaster, Pennsylvania $169M AUM

NBC Securities's SHAG Position: Q3 2026 in Review

NBC Securities reduced its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) stake by 45% in Q3 2026, selling an estimated $20.5K and leaving 540 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

NBC Securities first reported a position in SHAG in Q3 2023 and has held it in 13 quarters since. The position peaked at $439K in Q3 2024. 11 funds tracked by Wall St. Rank hold SHAG as of Q3 2026.

  • NBC Securities held 540 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $25K as of Q3 2026.
  • NBC Securities sold 436 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q3 2026, an estimated $20.5K.
  • WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up ﹤0.01% of NBC Securities's portfolio in Q3 2026, its #1573 holding.
  • NBC Securities first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q3 2023 and has held it in 13 quarters since.
  • NBC Securities's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $439K in Q3 2024.
  • 11 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.