Barnes Wealth Management Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Barnes Wealth Management Group’s Portfolio AGGY Stock Details AGGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$789K	Buy
2025 Q1	$774K	Buy
2024 Q4	$706K	Buy