Independent Wealth Network’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
Q3 | $1.51M | Buy |
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|
2025
Q2 | $1.35M | Buy |
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|
2025
Q1 | $1.33M | Buy |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $994K | Buy |
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|
2023
Q2 | $846K | Buy |
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|
2023
Q1 | $810K | Sell |
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|
2022
Q4 | $795K | Buy |
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|
2022
Q3 | $734K | Buy |
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|
2022
Q2 | $711K | Buy |
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|
2022
Q1 | $741K | Buy |
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|
2021
Q4 | $754K | Buy |
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|
2021
Q3 | $723K | Buy |
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