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Bivin & Associates’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Bivin & Associates’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
2022
Q2 		– Sell
-3,650
Closed -$175K – 316
2022
Q1 		$175K Buy
3,650
+113
+3% +$5.58K 0.16% 52
2021
Q4 		$183K Buy
+3,537
New +$183K 0.16% 52

Other funds holding AGGY

AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Bivin & Associates's AGGY Position: Q2 2022 in Review

Bivin & Associates sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2022, closing a stake of 3,650 shares — an estimated $175K sold.

Bivin & Associates first reported a position in AGGY in Q4 2021 and held it in 2 quarters. The position peaked at $183K in Q4 2021. 161 funds tracked by Wall St. Rank hold AGGY as of Q2 2022.

  • Bivin & Associates reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2022 after selling out during the quarter.
  • Bivin & Associates sold 3,650 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2022, an estimated $175K.
  • Bivin & Associates first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2021 and held it in 2 quarters.
  • Bivin & Associates's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $183K in Q4 2021.
  • 161 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.