IMA Advisory Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

IMA Advisory Services’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	$60.9K	Buy	+1,400	New	+$61K	﹤0.01%	487

Other funds holding AGGY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

IMA Advisory Services's AGGY Position: Q2 2026 in Review

IMA Advisory Services opened a new position in WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2026: 1,400 shares worth $60.9K. The stake represents ﹤0.01% of the portfolio and ranks #487 among its holdings.

174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

IMA Advisory Services held 1,400 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $60.9K as of Q2 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund was a new IMA Advisory Services position in Q2 2026.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #487 holding.
174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.