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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
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

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

Kestra Advisory Services's AGZD Position: Q1 2026 in Review

Kestra Advisory Services increased its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 79% in Q1 2026, buying an estimated $143K and bringing the position to 14,419 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #2559.

Kestra Advisory Services first reported a position in AGZD in Q1 2021 and has held it in 14 quarters since. The position peaked at $5.66M in Q4 2021. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

  • Kestra Advisory Services held 14,419 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $325K as of Q1 2026.
  • Kestra Advisory Services bought 6,364 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2026, an estimated $143K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2559 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 14 quarters since.
  • Kestra Advisory Services's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $5.66M in Q4 2021.
  • 47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.