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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$869 Hold
2024
Q4
$858 Hold
2024
Q3
$866 Hold
2024
Q2
$859 Hold
2024
Q1
$856 Buy
2019
Q2
Sell
2019
Q1
$274K Sell
2018
Q4
$1.05M Buy