Lloyd Advisory Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $2K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $94K | Sell |
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|
2021
Q4 | $109K | Buy |
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|
2021
Q3 | $96K | Buy |
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|
2021
Q2 | $46K | Buy |
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|
2021
Q1 | $40K | Sell |
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|
2020
Q4 | $60K | Buy |
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|
2020
Q3 | $48K | Buy |
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|
2020
Q2 | $42K | Buy |
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|
2020
Q1 | $39K | Buy |
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|
2019
Q4 | $25K | Buy |
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