IWN
AGGY icon

Independent Wealth Network’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Independent Wealth Network’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
Q1 		– Sell
-34,840
Closed -$1.53M – 302
2025
Q4 		$1.53M Buy
34,840
+676
+2% +$30K 0.47% 51
2025
Q3 		$1.51M Buy
34,164
+3,191
+10% +$140K 0.49% 49
2025
Q2 		$1.35M Buy
30,973
+276
+0.9% +$11.9K 0.49% 49
2025
Q1 		$1.33M Buy
30,697
+1,068
+4% +$46.1K 0.53% 46
2024
Q4 		$1.27M Buy
29,629
+2,553
+9% +$112K 0.52% 46
2024
Q3 		$1.21M Buy
27,076
+2,179
+9% +$96.2K 0.54% 42
2024
Q2 		$1.07M Sell
24,897
-1,515
-6% -$64.9K 0.5% 48
2024
Q1 		$1.15M Buy
26,412
+233
+0.9% +$10.1K 0.54% 44
2023
Q4 		$1.15M Buy
26,179
+2,229
+9% +$94K 0.61% 39
2023
Q3 		$994K Buy
23,950
+4,310
+22% +$183K 0.61% 42
2023
Q2 		$846K Buy
19,640
+1,103
+6% +$47.9K 0.51% 47
2023
Q1 		$810K Sell
18,537
-101
-0.5% -$4.39K 0.52% 44
2022
Q4 		$795K Buy
18,638
+1,242
+7% +$52.8K 0.54% 39
2022
Q3 		$734K Buy
17,396
+1,491
+9% +$66.6K 0.57% 39
2022
Q2 		$711K Buy
15,905
+410
+3% +$18.6K 0.51% 44
2022
Q1 		$741K Buy
15,495
+907
+6% +$44.8K 0.47% 54
2021
Q4 		$754K Buy
14,588
+652
+5% +$33.8K 0.46% 54
2021
Q3 		$723K Buy
+13,936
New +$733K 0.47% 57

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Independent Wealth Network's AGGY Position: Q1 2026 in Review

Independent Wealth Network sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2026, closing a stake of 34,840 shares — an estimated $1.53M sold.

Independent Wealth Network first reported a position in AGGY in Q3 2021 and held it in 18 quarters. The position peaked at $1.53M in Q4 2025. 165 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

  • Independent Wealth Network reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Independent Wealth Network sold 34,840 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $1.53M.
  • Independent Wealth Network first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q3 2021 and held it in 18 quarters.
  • Independent Wealth Network's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.53M in Q4 2025.
  • 165 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.