Breakwater Investment Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Breakwater Investment Management’s Portfolio AGGY Stock Details AGGY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$136K	Hold
2025 Q2	$134K	Hold
2025 Q1	$133K	Hold
2024 Q4	$131K	Sell
2024 Q3	$140K	Hold
2024 Q2	$134K	Buy