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Costello Asset Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Costello Asset Management’s Portfolio AGGY Stock Details AGGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.83K Sell
134
-16
-11% -$696 ﹤0.01% 533
2025
Q1 		$6.53K Buy
+150
New +$6.53K ﹤0.01% 501