CIA
AGGY icon

Concurrent Investment Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Concurrent Investment Advisors’s Portfolio AGGY Stock Details AGGY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.2M Buy
50,508
+9,984
+25% +$436K 0.04% 405
2025
Q1 		$1.76M Buy
+40,524
New +$1.76M 0.04% 391