Baldwin Wealth Partners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,499	Closed	-$239K	–	219
2025 Q1	$239K	Sell	5,499 -6,241	-53%	-$271K	0.02%	198
2024 Q4	$504K	Sell	11,740 -80,303	-87%	-$3.45M	0.03%	150
2024 Q3	$4.12M	Buy	+92,043	New	+$4.12M	0.28%	66