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AGGY icon

Harbour Investments’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Harbour Investments’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
2026
Q2 		$2.48M Buy
57,002
+1,138
+2% +$49.6K 0.03% 472
2026
Q1 		$2.43M Buy
55,864
+10,479
+23% +$461K 0.04% 436
2025
Q4 		$2M Buy
45,385
+5,436
+14% +$241K 0.04% 395
2025
Q3 		$1.77M Buy
39,949
+9,029
+29% +$395K 0.04% 385
2025
Q2 		$1.35M Buy
30,920
+3,147
+11% +$135K 0.03% 432
2025
Q1 		$1.21M Buy
27,773
+3,474
+14% +$150K 0.03% 435
2024
Q4 		$1.04M Buy
24,299
+187
+0.8% +$8.17K 0.03% 459
2024
Q3 		$1.08M Buy
24,112
+5,818
+32% +$257K 0.03% 431
2024
Q2 		$786K Buy
18,294
+3,794
+26% +$162K 0.03% 479
2024
Q1 		$629K Buy
14,500
+7,231
+99% +$314K 0.02% 514
2023
Q4 		$320K Buy
7,269
+7,139
+5,492% +$301K 0.01% 691
2023
Q3 		$5.42K Hold
130
– – ﹤0.01% 2244
2023
Q2 		$5.58K Buy
130
+1
+0.8% +$43 ﹤0.01% 2246
2023
Q1 		$5.62K Sell
129
-46
-26% -$2K ﹤0.01% 2231
2022
Q4 		$7.48K Sell
175
-498
-74% -$21.2K ﹤0.01% 2076
2022
Q3 		$30K Hold
673
– – ﹤0.01% 1468
2022
Q2 		$30K Buy
+673
New +$30.6K ﹤0.01% 1468
2021
Q4 		$35K Sell
671
-627
-48% -$32.5K ﹤0.01% 1417
2021
Q3 		$67K Sell
1,298
-81
-6% -$4.26K ﹤0.01% 1591
2021
Q2 		$72K Sell
1,379
-147
-10% -$7.62K ﹤0.01% 1579
2021
Q1 		$78K Buy
+1,526
New +$80K ﹤0.01% 1427

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harbour Investments's AGGY Position: Q2 2026 in Review

Harbour Investments increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 2% in Q2 2026, buying an estimated $49.6K and bringing the position to 57,002 shares worth $2.48M. The position accounts for 0.03% of the portfolio, ranked #472.

Harbour Investments first reported a position in AGGY in Q1 2021 and has held it in 21 quarters since. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • Harbour Investments held 57,002 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $2.48M as of Q2 2026.
  • Harbour Investments bought 1,138 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $49.6K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.03% of Harbour Investments's portfolio in Q2 2026, its #472 holding.
  • Harbour Investments first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2021 and has held it in 21 quarters since.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.