HHRDM
AGND

H&H Retirement Design & Management’s WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund AGND Stock Holding History

H&H Retirement Design & Management’s Portfolio AGND Stock Details AGND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-135,757
Closed -$5.07M – 50
2020
Q1 		$5.07M Buy
+135,757
New +$5.41M 4.81% 8

H&H Retirement Design & Management's AGND Position: Q2 2020 in Review

H&H Retirement Design & Management sold out of WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund (AGND) in Q2 2020, closing a stake of 135,757 shares — an estimated $5.07M sold.

H&H Retirement Design & Management first reported a position in AGND in Q1 2020 and held it in 1 quarter. The position peaked at $5.07M in Q1 2020. 0 funds tracked by Wall St. Rank hold AGND as of Q2 2020.

  • H&H Retirement Design & Management reported no remaining WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund position as of Q2 2020 after selling out during the quarter.
  • H&H Retirement Design & Management sold 135,757 WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund shares in Q2 2020, an estimated $5.07M.
  • H&H Retirement Design & Management first reported a position in WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund in Q1 2020 and held it in 1 quarter.
  • H&H Retirement Design & Management's WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund position peaked at $5.07M in Q1 2020.
  • 0 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund as of Q2 2020.

Based on H&H Retirement Design & Management's 13F filing for Q2 2020, filed 17 Jul 2020.