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
Q2 		– Sell
-145
Closed -$6.9K – 10974
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 $1.55T AUM 33.47% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

UBS Group's SHAG Position: Q2 2026 in Review

UBS Group sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2026, closing a stake of 145 shares — an estimated $6.9K sold.

UBS Group first reported a position in SHAG in Q2 2017 and held it in 22 quarters. The position peaked at $117K in Q4 2021. 30 funds tracked by Wall St. Rank hold SHAG as of Q2 2026.

  • UBS Group reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 145 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2026, an estimated $6.9K.
  • UBS Group first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q2 2017 and held it in 22 quarters.
  • UBS Group's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $117K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.