BlackRock
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BlackRock’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

BlackRock’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
Q3 		– Sell
-19
Closed -$1K – 5788
2022
Q2 		$1K Hold
19
– – ﹤0.01% 5767
2022
Q1 		$1K Sell
19
-11
-37% -$544 ﹤0.01% 5758
2021
Q4 		$2K Buy
30
+11
+58% +$570 ﹤0.01% 5698
2021
Q3 		$1K Hold
19
– – ﹤0.01% 5560
2021
Q2 		$1K Hold
19
– – ﹤0.01% 5444
2021
Q1 		$1K Hold
19
– – ﹤0.01% 5220
2020
Q4 		$1K Hold
19
– – ﹤0.01% 5002
2020
Q3 		$1K Hold
19
– – ﹤0.01% 4964
2020
Q2 		$1K Hold
19
– – ﹤0.01% 4933
2020
Q1 		$1K Sell
19
-8,776
-100% -$460K ﹤0.01% 4874
2019
Q4 		$459K Buy
8,795
+8,768
+32,474% +$458K ﹤0.01% 4176
2019
Q3 		$1K Hold
27
– – ﹤0.01% 4896
2019
Q2 		$1K Hold
27
– – ﹤0.01% 4935
2019
Q1 		$1K Buy
+27
New +$1.32K ﹤0.01% 4849

Other funds holding AGGY

AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

BlackRock's AGGY Position: Q3 2022 in Review

BlackRock sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q3 2022, closing a stake of 19 shares — an estimated $1K sold.

BlackRock first reported a position in AGGY in Q1 2019 and held it in 14 quarters. The position peaked at $459K in Q4 2019. 140 funds tracked by Wall St. Rank hold AGGY as of Q3 2022.

  • BlackRock reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q3 2022 after selling out during the quarter.
  • BlackRock sold 19 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2022, an estimated $1K.
  • BlackRock first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2019 and held it in 14 quarters.
  • BlackRock's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $459K in Q4 2019.
  • 140 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2022.

Based on BlackRock's 13F filing for Q3 2022, filed 14 Nov 2022.