Betterment LLC’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
2026 Q1	$1.47M	Sell	33,850 -4,399	-12%	-$194K	﹤0.01%	274
2025 Q4	$1.69M	Buy	38,249 +3,490	+10%	+$155K	﹤0.01%	249
2025 Q3	$1.54M	Buy	34,759 +698	+2%	+$30.6K	﹤0.01%	248
2025 Q2	$1.49M	Buy	34,061 +559	+2%	+$24.1K	﹤0.01%	237
2025 Q1	$1.46M	Buy	33,502 +701	+2%	+$30.3K	﹤0.01%	231
2024 Q4	$1.41M	Buy	32,801 +8,338	+34%	+$364K	﹤0.01%	229
2024 Q3	$1.09M	Buy	24,463 +2,723	+13%	+$120K	﹤0.01%	225
2024 Q2	$934K	Buy	21,740 +1,768	+9%	+$75.7K	﹤0.01%	226
2024 Q1	$867K	Buy	19,972 +1,162	+6%	+$50.4K	﹤0.01%	213
2023 Q4	$828K	Buy	18,810 +788	+4%	+$33.2K	﹤0.01%	196
2023 Q3	$748K	Buy	18,022 +176	+1%	+$7.48K	﹤0.01%	184
2023 Q2	$769K	Sell	17,846 -2,186	-11%	-$95K	﹤0.01%	171
2023 Q1	$875K	Buy	20,032 +1,080	+6%	+$47K	﹤0.01%	161
2022 Q4	$808K	Buy	18,952 +918	+5%	+$39K	﹤0.01%	161
2022 Q3	$806K	Hold	18,034	–	–	﹤0.01%	158
2022 Q2	$806K	Buy	18,034 +2,557	+17%	+$116K	﹤0.01%	158
2022 Q1	$741K	Buy	15,477 +6,080	+65%	+$300K	﹤0.01%	154
2021 Q4	$486K	Buy	+9,397	New	+$487K	﹤0.01%	162