UBS Group
SHAG icon

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

UBS Group’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 		$6.9K Buy
145
+33
+29% +$1.58K ﹤0.01% 8642
2025
Q4 		$5.38K Buy
112
+11
+11% +$529 ﹤0.01% 8691
2025
Q3 		$4.84K Buy
101
+56
+124% +$2.68K ﹤0.01% 8922
2025
Q2 		$2.15K Sell
45
-342
-88% -$16.3K ﹤0.01% 9512
2025
Q1 		$18.4K Buy
+387
New +$18.4K ﹤0.01% 8291
2024
Q4 		– Sell
-266
Closed -$12.8K – 10345
2024
Q3 		$12.8K Buy
266
+136
+105% +$6.49K ﹤0.01% 7616
2024
Q2 		$6.1K Buy
130
+33
+34% +$1.55K ﹤0.01% 7943
2024
Q1 		$4.57K Buy
97
+68
+234% +$3.21K ﹤0.01% 7612
2023
Q4 		$1.37K Sell
29
-248
-90% -$11.6K ﹤0.01% 8322
2023
Q3 		$12.8K Buy
+277
New +$12.9K ﹤0.01% 7011
2023
Q2 		– Sell
-742
Closed -$35K – 9557
2023
Q1 		$35K Sell
742
-1,565
-68% -$73.5K ﹤0.01% 6692
2022
Q4 		$108K Buy
2,307
+1,813
+367% +$84.2K ﹤0.01% 6032
2022
Q3 		$23K Sell
494
-1,644
-77% -$77.9K ﹤0.01% 7213
2022
Q2 		$102K Sell
2,138
-117
-5% -$5.59K ﹤0.01% 5423
2022
Q1 		$109K Sell
2,255
-64
-3% -$3.17K ﹤0.01% 5856
2021
Q4 		$117K Buy
2,319
+1,133
+96% +$57.4K ﹤0.01% 6163
2021
Q3 		$60K Buy
+1,186
New +$60.7K ﹤0.01% 6196
2021
Q1 		– Sell
-1,047
Closed -$54K – 9414
2020
Q4 		$54K Buy
+1,047
New +$53.9K ﹤0.01% 6118
2020
Q2 		– Sell
-1,428
Closed -$72K – 8309
2020
Q1 		$72K Buy
1,428
+1,044
+272% +$52.7K ﹤0.01% 5547
2019
Q4 		$19K Buy
+384
New +$19.3K ﹤0.01% 6902
2018
Q2 		– Sell
-33
Closed -$2K – 8211
2018
Q1 		$2K Buy
+33
New +$1.63K ﹤0.01% 7549
2017
Q3 		– Sell
-1
Closed – – 7956
2017
Q2 		$0 Buy
+1
New +$50 ﹤0.01% 7945

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

UBS Group's SHAG Position: Q1 2026 in Review

UBS Group increased its WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) stake by 29% in Q1 2026, buying an estimated $1.58K and bringing the position to 145 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #8642.

UBS Group first reported a position in SHAG in Q2 2017 and has held it in 22 quarters since. The position peaked at $117K in Q4 2021. 33 funds tracked by Wall St. Rank hold SHAG as of Q1 2026.

  • UBS Group held 145 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $6.9K as of Q1 2026.
  • UBS Group bought 33 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q1 2026, an estimated $1.58K.
  • WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8642 holding.
  • UBS Group first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q2 2017 and has held it in 22 quarters since.
  • UBS Group's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $117K in Q4 2021.
  • 33 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.