Cornerstone Retirement Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,372	Closed	-$275K	–	34
2023 Q2	$275K	Buy	6,372 +11	+0.2%	+$474	0.08%	20
2023 Q1	$278K	Buy	+6,361	New	+$278K	0.08%	14