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Planning Strategies Inc.’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Planning Strategies Inc.’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 		$379 Buy
+8
New +$380 ﹤0.01% 904

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
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 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

Planning Strategies Inc.'s SHAG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2026: 8 shares worth $379. The stake represents ﹤0.01% of the portfolio and ranks #904 among its holdings.

12 funds tracked by Wall St. Rank hold SHAG as of Q2 2026.

  • Planning Strategies Inc. held 8 shares of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund worth $379 as of Q2 2026.
  • WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund was a new Planning Strategies Inc. position in Q2 2026.
  • WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #904 holding.
  • 12 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.