Beacon Financial Advisory’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Beacon Financial Advisory’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 Q3	$706K	Sell
2025 Q2	$836K	Sell
2025 Q1	$1.1M	Buy
2024 Q4	$789K	Buy
2024 Q3	$571K	Buy
2024 Q2	$321K	Buy