FIA
Foundations Investment Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,503
| Closed | -$622K | – | 857 |
|
|
2024
Q4 | $622K | Buy |
+14,503
| New | +$622K | 0.01% | 498 |
|
|
2023
Q4 | – | Sell |
-6,553
| Closed | -$272K | – | 667 |
|
|
2023
Q3 | $272K | Sell |
6,553
-79
| -1% | -$3.28K | 0.01% | 529 |
|
|
2023
Q2 | $286K | Buy |
+6,632
| New | +$286K | 0.01% | 482 |
|
|
2018
Q4 | – | Sell |
-7,726
| Closed | -$374K | – | 106 |
|
|
2018
Q3 | $374K | Sell |
7,726
-193,167
| -96% | -$9.35M | 0.09% | 75 |
|
|
2018
Q2 | $9.74M | Buy |
+200,893
| New | +$9.74M | 2.59% | 15 |
|