Independent Advisor Alliance’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-78,660	Closed	-$3.38M	–	815
2024 Q4	$3.38M	Buy	+78,660	New	+$3.38M	0.04%	363
2020 Q1	–	Sell	-31,908	Closed	-$1.67M	–	421
2019 Q4	$1.67M	Buy	+31,908	New	+$1.67M	0.07%	263