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Kestra Advisory Services’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Kestra Advisory Services’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
Q2 		$379K Buy
16,762
+2,343
+16% +$53K ﹤0.01% 2556
2026
Q1 		$325K Buy
14,419
+6,364
+79% +$143K ﹤0.01% 2559
2025
Q4 		$181K Buy
+8,055
New +$181K ﹤0.01% 2978
2025
Q1 		– Sell
-9,408
Closed -$211K – 2754
2024
Q4 		$211K Buy
+9,408
New +$211K ﹤0.01% 2454
2024
Q1 		– Sell
-28,156
Closed -$617K – 2452
2023
Q4 		$617K Buy
28,156
+5,959
+27% +$132K 0.01% 1399
2023
Q3 		$492K Sell
22,197
-3,235
-13% -$71.8K ﹤0.01% 1375
2023
Q2 		$563K Buy
25,432
+6,752
+36% +$148K 0.01% 1271
2023
Q1 		$407K Buy
+18,680
New +$408K ﹤0.01% 1385
2022
Q4 		– Sell
-166,736
Closed -$3.8M – 2252
2022
Q3 		$3.8M Sell
166,736
-444
-0.3% -$10.2K 0.04% 450
2022
Q2 		$3.81M Sell
167,180
-6,330
-4% -$146K 0.04% 438
2022
Q1 		$4.03M Sell
173,510
-69,124
-28% -$1.6M 0.04% 431
2021
Q4 		$5.66M Buy
242,634
+12,402
+5% +$290K 0.06% 329
2021
Q3 		$5.39M Buy
230,232
+15,854
+7% +$372K 0.05% 357
2021
Q2 		$5.04M Buy
214,378
+79,644
+59% +$1.87M 0.06% 359
2021
Q1 		$3.17M Buy
+134,734
New +$3.18M 0.04% 457

Other funds holding AGZD

ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $353M AUM 34.19% 1-Year Est. Return

Kestra Advisory Services's AGZD Position: Q2 2026 in Review

Kestra Advisory Services increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 16% in Q2 2026, buying an estimated $53K and bringing the position to 16,762 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #2556.

Kestra Advisory Services first reported a position in AGZD in Q1 2021 and has held it in 15 quarters since. The position peaked at $5.66M in Q4 2021. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • Kestra Advisory Services held 16,762 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $379K as of Q2 2026.
  • Kestra Advisory Services bought 2,343 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $53K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2556 holding.
  • Kestra Advisory Services first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2021 and has held it in 15 quarters since.
  • Kestra Advisory Services's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $5.66M in Q4 2021.
  • 46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.