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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
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

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
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
PSI
Planning Strategies Inc. Lancaster, Pennsylvania $160M AUM

NBC Securities's SHAG Position: Q2 2026 in Review

NBC Securities reduced its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) stake by 58% in Q2 2026, selling an estimated $65.2K and leaving 976 shares worth $46.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

NBC Securities first reported a position in SHAG in Q3 2023 and has held it in 12 quarters since. The position peaked at $439K in Q3 2024. 12 funds tracked by Wall St. Rank hold SHAG as of Q2 2026.

  • NBC Securities held 976 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $46.2K as of Q2 2026.
  • NBC Securities sold 1,372 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2026, an estimated $65.2K.
  • WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1319 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 12 quarters since.
  • NBC Securities's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $439K in Q3 2024.
  • 12 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.