IHT Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
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2025
Q1 | $276K | Buy |
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|
2024
Q4 | $269K | Sell |
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|
2024
Q3 | $372K | Buy |
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|
2024
Q2 | $217K | Sell |
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|
2024
Q1 | $297K | Buy |
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|
2023
Q4 | $290K | Sell |
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|
2023
Q3 | $313K | Sell |
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|
2023
Q2 | $494K | Buy |
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|
2023
Q1 | $343K | Sell |
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|
2022
Q4 | $402K | Sell |
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|
2022
Q3 | $424K | Buy |
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|
2022
Q2 | $435K | Sell |
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|
2022
Q1 | $693K | Buy |
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|
2021
Q4 | $731K | Sell |
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|
2021
Q3 | $806K | Sell |
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|
2021
Q2 | $831K | Buy |
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|
2021
Q1 | $807K | Sell |
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|
2020
Q4 | $959K | Buy |
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|
2020
Q3 | $677K | Buy |
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|
2020
Q2 | $607K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $87K | Hold |
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|
2017
Q4 | $89K | Buy |
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