Barnes Wealth Management Group’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	$789K	Buy	18,078 +262	+1%	+$11.4K	0.47%	57
2025 Q1	$774K	Buy	17,816 +1,357	+8%	+$58.9K	0.5%	53
2024 Q4	$706K	Buy	+16,459	New	+$706K	0.47%	53