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Armstrong Advisory Group’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Armstrong Advisory Group’s Portfolio AGZD Stock Details AGZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,290
Closed -$28.6K – 776
2023
Q3 		$28.6K Buy
+1,290
New +$28.6K ﹤0.01% 421

Other funds holding AGZD

MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

Armstrong Advisory Group's AGZD Position: Q4 2023 in Review

Armstrong Advisory Group sold out of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q4 2023, closing a stake of 1,290 shares — an estimated $28.6K sold.

Armstrong Advisory Group first reported a position in AGZD in Q3 2023 and held it in 1 quarter. The position peaked at $28.6K in Q3 2023. 66 funds tracked by Wall St. Rank hold AGZD as of Q4 2023.

  • Armstrong Advisory Group reported no remaining WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position as of Q4 2023 after selling out during the quarter.
  • Armstrong Advisory Group sold 1,290 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q4 2023, an estimated $28.6K.
  • Armstrong Advisory Group first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q3 2023 and held it in 1 quarter.
  • Armstrong Advisory Group's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $28.6K in Q3 2023.
  • 66 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q4 2023.

Based on Armstrong Advisory Group's 13F filing for Q4 2023, filed 17 Jan 2024.