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Bucket List Wealth Management’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Bucket List Wealth Management’s Portfolio AGZD Stock Details AGZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$262K Sell
11,582
-1,819
-14% -$41.1K 0.13% 53
2026
Q1 		$302K Sell
13,401
-3,779
-22% -$85.1K 0.18% 45
2025
Q4 		$386K Buy
+17,180
New +$386K 0.23% 38

Other funds holding AGZD

ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $353M AUM 34.19% 1-Year Est. Return

Bucket List Wealth Management's AGZD Position: Q2 2026 in Review

Bucket List Wealth Management reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 14% in Q2 2026, selling an estimated $41.1K and leaving 11,582 shares worth $262K. The position accounts for 0.13% of the portfolio, ranked #53.

Bucket List Wealth Management first reported a position in AGZD in Q4 2025 and has held it in 3 quarters since. The position peaked at $386K in Q4 2025. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • Bucket List Wealth Management held 11,582 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $262K as of Q2 2026.
  • Bucket List Wealth Management sold 1,819 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $41.1K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.13% of Bucket List Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Bucket List Wealth Management first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q4 2025 and has held it in 3 quarters since.
  • Bucket List Wealth Management's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $386K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on Bucket List Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.