Integrated Wealth Concepts’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Integrated Wealth Concepts’s Portfolio AGGY Stock Details AGGY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$482K	Buy
2024 Q4	–	Sell
2024 Q3	$206K	Buy
2021 Q2	–	Sell
2021 Q1	$3.25M	Buy
2020 Q4	$2.58M	Buy
2020 Q3	$2.38M	Buy
2020 Q2	$1.94M	Buy
2020 Q1	$1.31M	Buy
2019 Q4	$877K	Buy
2019 Q3	$260K	Buy