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IAG Wealth Partners’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

IAG Wealth Partners’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
2022
Q2 		– Sell
-5,963
Closed -$285K – 434
2022
Q1 		$285K Sell
5,963
-3,427
-36% -$169K 0.09% 51
2021
Q4 		$485K Sell
9,390
-2,347
-20% -$122K 0.16% 43
2021
Q3 		$610K Sell
11,737
-1,896
-14% -$99.7K 0.22% 37
2021
Q2 		$712K Sell
13,633
-1,032
-7% -$53.5K 0.26% 35
2021
Q1 		$751K Sell
14,665
-3,926
-21% -$206K 0.29% 33
2020
Q4 		$999K Sell
18,591
-943
-5% -$50.6K 0.41% 30
2020
Q3 		$1.05M Sell
19,534
-891
-4% -$48.3K 0.49% 29
2020
Q2 		$1.1M Sell
20,425
-2,511
-11% -$133K 0.53% 28
2020
Q1 		$1.19M Sell
22,936
-563
-2% -$29.5K 0.79% 22
2019
Q4 		$1.23M Buy
+23,499
New +$1.23M 0.8% 17

Other funds holding AGGY

AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

IAG Wealth Partners's AGGY Position: Q2 2022 in Review

IAG Wealth Partners sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2022, closing a stake of 5,963 shares — an estimated $285K sold.

IAG Wealth Partners first reported a position in AGGY in Q4 2019 and held it in 10 quarters. The position peaked at $1.23M in Q4 2019. 161 funds tracked by Wall St. Rank hold AGGY as of Q2 2022.

  • IAG Wealth Partners reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 5,963 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2022, an estimated $285K.
  • IAG Wealth Partners first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2019 and held it in 10 quarters.
  • IAG Wealth Partners's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.23M in Q4 2019.
  • 161 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2022.

Based on IAG Wealth Partners's 13F filing for Q2 2022, filed 3 Aug 2022.