Beacon Financial Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $737K | Sell |
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|
2025
Q2 | $3.47M | Sell |
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|
2025
Q1 | $4.15M | Sell |
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|
2024
Q4 | $4.15M | Sell |
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|
2024
Q3 | $8.03M | Buy |
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|
2024
Q2 | $2.19M | Buy |
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|
2024
Q1 | $1.55M | Buy |
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|
2023
Q4 | $270K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $752K | Buy |
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|
2023
Q1 | $759K | Sell |
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|
2022
Q4 | $771K | Sell |
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|
2022
Q3 | $772K | Sell |
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|
2022
Q2 | $815K | Buy |
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|
2022
Q1 | $841K | Buy |
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|
2021
Q4 | $859K | Sell |
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|
2021
Q3 | $926K | Buy |
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|
2021
Q2 | $926K | Sell |
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|
2021
Q1 | $948K | Hold |
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|
2020
Q4 | $948K | Buy |
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|
2020
Q3 | $911K | Buy |
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|
2020
Q2 | $800K | Sell |
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|
2020
Q1 | $863K | Buy |
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|
2019
Q4 | $740K | Buy |
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