IA
AGZD icon

IFG Advisory’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

IFG Advisory’s Portfolio AGZD Stock Details AGZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.8K Buy
+478
New +$10.8K ﹤0.01% 1818

Other funds holding AGZD

ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $353M AUM 34.19% 1-Year Est. Return

IFG Advisory's AGZD Position: Q2 2026 in Review

IFG Advisory opened a new position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) in Q2 2026: 478 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #1818 among its holdings.

46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • IFG Advisory held 478 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $10.8K as of Q2 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund was a new IFG Advisory position in Q2 2026.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1818 holding.
  • 46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.