HBS
AGGY icon

Howard Bailey Securities’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Howard Bailey Securities’s Portfolio AGGY Stock Details AGGY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.81M Sell
156,078
-985
-0.6% -$43K 2.61% 12
2025
Q1 		$6.82M Buy
157,063
+11,654
+8% +$506K 2.75% 9
2024
Q4 		$6.24M Buy
145,409
+8,837
+6% +$379K 2.32% 13
2024
Q3 		$6.11M Buy
+136,572
New +$6.11M 2.31% 13