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Mach-1 Financial Group’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Mach-1 Financial Group’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
2023
Q2 		– Sell
-70
Closed -$3.06M – 195
2023
Q1 		$3.06M Buy
+70
New +$3.04K 0.02% 206
2022
Q4 		– Sell
-70
Closed -$2K – 176
2022
Q3 		$2K Hold
70
– – ﹤0.01% 326
2022
Q2 		$3K Buy
+70
New +$3.18K ﹤0.01% 328

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Mach-1 Financial Group's AGGY Position: Q2 2023 in Review

Mach-1 Financial Group sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2023, closing a stake of 70 shares — an estimated $3.06M sold.

Mach-1 Financial Group first reported a position in AGGY in Q2 2022 and held it in 3 quarters. The position peaked at $3.06M in Q1 2023. 147 funds tracked by Wall St. Rank hold AGGY as of Q2 2023.

  • Mach-1 Financial Group reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2023 after selling out during the quarter.
  • Mach-1 Financial Group sold 70 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2023, an estimated $3.06M.
  • Mach-1 Financial Group first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q2 2022 and held it in 3 quarters.
  • Mach-1 Financial Group's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $3.06M in Q1 2023.
  • 147 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.