Global Retirement Partners’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
Q3 | $612K | Buy |
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|
2025
Q2 | $603K | Buy |
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|
2024
Q4 | $437K | Sell |
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|
2024
Q3 | $468K | Buy |
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|
2024
Q2 | $449K | Sell |
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|
2024
Q1 | $456K | Buy |
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|
2023
Q4 | $444K | Buy |
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|
2023
Q3 | $415K | Buy |
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|
2023
Q2 | $313K | Sell |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $322K | Buy |
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|
2022
Q3 | $295K | Buy |
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|
2022
Q2 | $307K | Hold |
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|
2022
Q1 | $314K | Buy |
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