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Interactive Financial Advisors’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Interactive Financial Advisors’s Portfolio AGZD Stock Details AGZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$292K Sell
12,968
-655
-5% -$14.8K 0.19% 68
2025
Q4 		$306K Sell
13,623
-980
-7% -$22K 0.2% 64
2025
Q3 		$329K Sell
14,603
-5,995
-29% -$134K 0.18% 66
2025
Q2 		$458K Sell
20,598
-331
-2% -$7.37K 0.22% 62
2025
Q1 		$468K Sell
20,929
-427
-2% -$9.59K 0.25% 59
2024
Q4 		$480K Buy
21,356
+278
+1% +$6.24K 0.25% 60
2024
Q3 		$473K Sell
21,078
-1,052
-5% -$23.4K 0.24% 61
2024
Q2 		$494K Sell
22,130
-670
-3% -$14.9K 0.27% 59
2024
Q1 		$503K Buy
22,800
+16,763
+278% +$369K 0.28% 58
2023
Q4 		$496K Sell
6,037
-10,925
-64% -$242K 0.27% 53
2023
Q3 		$376K Buy
16,962
+418
+3% +$9.27K 0.25% 62
2023
Q2 		$366K Sell
16,544
-536
-3% -$11.7K 0.25% 63
2023
Q1 		$372K Buy
17,080
+506
+3% +$11.1K 0.24% 61
2022
Q4 		$360K Buy
16,574
+1,334
+9% +$30.1K 0.22% 68
2022
Q3 		$347K Buy
15,240
+1,078
+8% +$24.7K 0.2% 67
2022
Q2 		$324K Buy
14,162
+114
+0.8% +$2.63K 0.16% 63
2022
Q1 		$354K Buy
14,048
+386
+3% +$8.96K 0.17% 71
2021
Q4 		$319K Buy
13,662
+620
+5% +$14.5K 0.12% 70
2021
Q3 		$471K Buy
13,042
+142
+1% +$3.33K 0.21% 58
2021
Q2 		$303K Sell
12,900
-2,014
-14% -$47.4K 0.12% 72
2021
Q1 		$351K Buy
14,914
+2,652
+22% +$62.6K 0.15% 68
2020
Q4 		$289K Buy
12,262
+176
+1% +$4.14K 0.13% 72
2020
Q3 		$283K Buy
12,086
+368
+3% +$8.67K 0.14% 64
2020
Q2 		$276K Buy
11,718
+142
+1% +$3.32K 0.14% 59
2020
Q1 		$267K Buy
11,576
+646
+6% +$15.3K 0.24% 34
2019
Q4 		$263K Buy
10,930
+222
+2% +$5.32K 0.12% 71
2019
Q3 		$256K Buy
10,708
+2,236
+26% +$53.4K 0.12% 65
2019
Q2 		$202K Buy
8,472
+442
+6% +$10.5K 0.09% 71
2019
Q1 		$192K Buy
8,030
+216
+3% +$5.14K 0.09% 62
2018
Q4 		$185K Sell
7,814
-392
-5% -$9.34K 0.1% 53
2018
Q3 		$197K Sell
8,206
-492
-6% -$11.8K 0.09% 67
2018
Q2 		$208K Sell
8,698
-5,370
-38% -$129K 0.1% 66
2018
Q1 		$337K Sell
14,068
-18,502
-57% -$446K 0.16% 54
2017
Q4 		$788K Buy
32,570
+472
+1% +$11.4K 0.35% 37
2017
Q3 		$770K Buy
32,098
+72
+0.2% +$1.73K 0.35% 37
2017
Q2 		$768K Sell
32,026
-854
-3% -$20.5K 0.36% 38
2017
Q1 		$791K Sell
32,880
-3,844
-10% -$92.5K 0.38% 36
2016
Q4 		$887K Sell
36,724
-6,002
-14% -$144K 0.45% 36
2016
Q3 		$1.02M Buy
42,726
+950
+2% +$22.7K 0.51% 34
2016
Q2 		$994K Sell
41,776
-1,560
-4% -$37.2K 0.52% 33
2016
Q1 		$1.03M Buy
+43,336
New +$1.03M 0.63% 31

Other funds holding AGZD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Interactive Financial Advisors's AGZD Position: Q1 2026 in Review

Interactive Financial Advisors reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 4.8% in Q1 2026, selling an estimated $14.8K and leaving 12,968 shares worth $292K. The position accounts for 0.19% of the portfolio, ranked #68.

Interactive Financial Advisors first reported a position in AGZD in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.03M in Q1 2016. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

  • Interactive Financial Advisors held 12,968 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $292K as of Q1 2026.
  • Interactive Financial Advisors sold 655 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2026, an estimated $14.8K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.19% of Interactive Financial Advisors's portfolio in Q1 2026, its #68 holding.
  • Interactive Financial Advisors first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2016 and has held it in 41 quarters since.
  • Interactive Financial Advisors's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $1.03M in Q1 2016.
  • 47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2026.

Based on Interactive Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.