MWM
Maripau Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,701
| Closed | -$202K | – | 135 |
|
|
2024
Q4 | $202K | Buy |
+4,701
| New | +$202K | 0.12% | 138 |
|
|
2024
Q3 | – | Sell |
-6,911
| Closed | -$297K | – | 54 |
|
|
2024
Q2 | $297K | Sell |
6,911
-1,320
| -16% | -$56.7K | 0.2% | 100 |
|
|
2024
Q1 | $357K | Sell |
8,231
-298
| -3% | -$12.9K | 0.27% | 79 |
|
|
2023
Q4 | $375K | Sell |
8,529
-2,599
| -23% | -$114K | 0.33% | 64 |
|
|
2023
Q3 | $462K | Sell |
11,128
-590
| -5% | -$24.5K | 0.42% | 53 |
|
|
2023
Q2 | $505K | Sell |
11,718
-29
| -0.2% | -$1.25K | 0.45% | 51 |
|
|
2023
Q1 | $513K | Sell |
11,747
-421
| -3% | -$18.4K | 0.53% | 43 |
|
|
2022
Q4 | $539K | Sell |
12,168
-12
| -0.1% | -$532 | 0.56% | 42 |
|
|
2022
Q3 | $506K | Sell |
12,180
-142
| -1% | -$5.9K | 0.55% | 46 |
|
|
2022
Q2 | $569K | Buy |
12,322
+79
| +0.6% | +$3.65K | 0.62% | 39 |
|
|
2022
Q1 | $557K | Buy |
12,243
+1,550
| +14% | +$70.5K | 0.5% | 47 |
|
|
2021
Q4 | $527K | Buy |
+10,693
| New | +$527K | 0.5% | 47 |
|