Jones Financial Companies
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$931K Buy
21,445
+6,485
+43% +$282K ﹤0.01% 1028
2025
Q1 		$648K Buy
14,960
+3,345
+29% +$145K ﹤0.01% 1024
2024
Q4 		$499K Buy
11,615
+5,012
+76% +$215K ﹤0.01% 1002
2024
Q3 		$296K Buy
6,603
+2,930
+80% +$131K ﹤0.01% 1003
2024
Q2 		$158K Buy
+3,673
New +$158K ﹤0.01% 904