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Iron Horse Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Iron Horse Wealth Management’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
2025
Q2 		– Sell
-39
Closed -$1.69K – 592
2025
Q1 		$1.69K Buy
+39
New +$1.68K ﹤0.01% 473

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

Iron Horse Wealth Management's AGGY Position: Q2 2025 in Review

Iron Horse Wealth Management sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2025, closing a stake of 39 shares — an estimated $1.69K sold.

Iron Horse Wealth Management first reported a position in AGGY in Q1 2025 and held it in 1 quarter. The position peaked at $1.69K in Q1 2025. 164 funds tracked by Wall St. Rank hold AGGY as of Q2 2025.

  • Iron Horse Wealth Management reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 39 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2025, an estimated $1.69K.
  • Iron Horse Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2025 and held it in 1 quarter.
  • Iron Horse Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $1.69K in Q1 2025.
  • 164 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.