Creative Planning’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 | $452K | Sell |
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2025
Q1 | $598K | Sell |
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2024
Q4 | $740K | Buy |
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|
2024
Q3 | $689K | Sell |
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|
2024
Q2 | $663K | Buy |
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|
2024
Q1 | $605K | Sell |
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|
2023
Q4 | $719K | Buy |
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|
2023
Q3 | $658K | Sell |
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|
2023
Q2 | $1.42M | Sell |
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|
2023
Q1 | $1.91M | Sell |
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|
2022
Q4 | $3.76M | Sell |
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|
2022
Q3 | $7.73M | Sell |
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|
2022
Q2 | $10.2M | Sell |
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|
2022
Q1 | $15.9M | Sell |
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|
2021
Q4 | $21.1M | Buy |
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|
2021
Q3 | $415K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $559K | Sell |
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|
2020
Q4 | $610K | Sell |
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|
2020
Q3 | $754K | Sell |
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|
2020
Q2 | $905K | Sell |
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|
2020
Q1 | $934K | Sell |
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|
2019
Q4 | $1.26M | Buy |
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|
2019
Q3 | $1.04M | Sell |
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|
2019
Q2 | $1.08M | Buy |
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|
2019
Q1 | $1.05M | Sell |
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|
2018
Q4 | $1.42M | Buy |
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|
2018
Q3 | $971K | Sell |
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|
2018
Q2 | $994K | Buy |
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|
2018
Q1 | $957K | Buy |
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|
2017
Q4 | $891K | Buy |
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|
2017
Q3 | $494K | Buy |
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