Jones Financial Companies
AGGY icon

Jones Financial Companies’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Jones Financial Companies’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 		$962K Buy
22,314
+2,171
+11% +$95.6K ﹤0.01% 1737
2025
Q4 		$887K Sell
20,143
-505
-2% -$22.4K ﹤0.01% 1281
2025
Q3 		$910K Sell
20,648
-797
-4% -$34.9K ﹤0.01% 1166
2025
Q2 		$931K Buy
21,445
+6,485
+43% +$279K ﹤0.01% 1028
2025
Q1 		$648K Buy
14,960
+3,345
+29% +$144K ﹤0.01% 1024
2024
Q4 		$499K Buy
11,615
+5,012
+76% +$219K ﹤0.01% 1002
2024
Q3 		$296K Buy
6,603
+2,930
+80% +$129K ﹤0.01% 1003
2024
Q2 		$158K Buy
+3,673
New +$157K ﹤0.01% 904

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PWMG
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PCIA
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return