Allworth Financial’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5K | Hold |
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|
2025
Q1 | $14.3K | Sell |
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|
2024
Q4 | $43.6K | Buy |
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|
2024
Q3 | $21K | Sell |
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|
2024
Q2 | $39.6K | Hold |
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|
2024
Q1 | $39.6K | Sell |
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|
2023
Q4 | $85.7K | Hold |
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|
2023
Q3 | $80.8K | Sell |
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|
2023
Q2 | $105K | Sell |
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|
2023
Q1 | $256K | Sell |
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|
2022
Q4 | $365K | Sell |
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|
2022
Q3 | $403K | Sell |
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|
2022
Q2 | $432K | Buy |
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|
2022
Q1 | $15K | Hold |
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|
2021
Q4 | $16K | Sell |
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|
2021
Q3 | $26K | Buy |
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