Goldstone Financial Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Goldstone Financial Group’s Portfolio AGGY Stock Details AGGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$925K	Sell
2025 Q1	$2.27M	Buy
2024 Q4	$2.2M	Buy
2024 Q3	$1.96M	Buy
2024 Q2	$1.58M	Buy
2024 Q1	$1.25M	Buy
2023 Q4	$1.04M	Buy
2023 Q3	$715K	Buy
2023 Q2	$560K	Buy
2023 Q1	$456K	Buy