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
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	0.47%	54
2021 Q3	$723K	Buy	+13,936	New	+$733K	0.47%	57