Beacon Financial Advisory’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	$836K	Sell	19,159 -6,202	-24%	-$271K	0.22%	130
2025 Q1	$1.1M	Buy	25,361 +6,989	+38%	+$304K	0.33%	83
2024 Q4	$789K	Buy	18,372 +5,607	+44%	+$241K	0.26%	107
2024 Q3	$571K	Buy	12,765 +5,290	+71%	+$237K	0.19%	141
2024 Q2	$321K	Buy	+7,475	New	+$321K	0.12%	204