Evolution Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Evolution Wealth Management’s Portfolio AGGY Stock Details AGGY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$163K	Sell
2025 Q4	$170K	Sell
2025 Q3	$225K	Sell
2025 Q2	$230K	Buy