MFS
AGGY icon

McNamara Financial Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

McNamara Financial Services’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
2026
Q2 		$566K Sell
13,021
-139
-1% -$6.05K 0.1% 62
2026
Q1 		$572K Buy
13,160
+415
+3% +$18.3K 0.11% 58
2025
Q4 		$561K Sell
12,745
-20
-0.2% -$886 0.11% 58
2025
Q3 		$565K Buy
12,765
+6
+0% +$263 0.11% 55
2025
Q2 		$557K Buy
12,759
+5,749
+82% +$247K 0.11% 52
2025
Q1 		$304K Sell
7,010
-791
-10% -$34.1K 0.07% 69
2024
Q4 		$335K Sell
7,801
-1,197
-13% -$52.3K 0.08% 53
2024
Q3 		$402K Sell
8,998
-323
-3% -$14.3K 0.08% 58
2024
Q2 		$400K Sell
9,321
-121
-1% -$5.18K 0.08% 50
2024
Q1 		$410K Buy
9,442
+722
+8% +$31.3K 0.09% 49
2023
Q4 		$384K Buy
8,720
+13
+0.1% +$548 0.09% 48
2023
Q3 		$361K Buy
8,707
+53
+0.6% +$2.25K 0.09% 49
2023
Q2 		$370K Buy
8,654
+187
+2% +$8.13K 0.09% 50
2023
Q1 		$370K Buy
8,467
+595
+8% +$25.9K 0.09% 48
2022
Q4 		$336K Buy
7,872
+240
+3% +$10.2K 0.09% 52
2022
Q3 		$322K Sell
7,632
-1,524
-17% -$68K 0.09% 46
2022
Q2 		$409K Buy
9,156
+426
+5% +$19.4K 0.12% 39
2022
Q1 		$418K Buy
8,730
+177
+2% +$8.75K 0.11% 37
2021
Q4 		$442K Sell
8,553
-42
-0.5% -$2.18K 0.12% 37
2021
Q3 		$446K Buy
8,595
+11
+0.1% +$579 0.12% 34
2021
Q2 		$448K Buy
8,584
+3,991
+87% +$207K 0.12% 32
2021
Q1 		$247K Buy
4,593
+269
+6% +$14.1K 0.08% 44
2020
Q4 		$233K Hold
4,324
– – 0.08% 42
2020
Q3 		$233K Buy
4,324
+60
+1% +$3.25K 0.08% 42
2020
Q2 		$229K Sell
4,264
-453
-10% -$24.1K 0.08% 45
2020
Q1 		$244K Buy
+4,717
New +$247K 0.1% 36

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McNamara Financial Services's AGGY Position: Q2 2026 in Review

McNamara Financial Services reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 1.1% in Q2 2026, selling an estimated $6.05K and leaving 13,021 shares worth $566K. The position accounts for 0.1% of the portfolio, ranked #62.

McNamara Financial Services first reported a position in AGGY in Q1 2020 and has held it in 26 quarters since. The position peaked at $572K in Q1 2026. 174 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • McNamara Financial Services held 13,021 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $566K as of Q2 2026.
  • McNamara Financial Services sold 139 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $6.05K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.1% of McNamara Financial Services's portfolio in Q2 2026, its #62 holding.
  • McNamara Financial Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2020 and has held it in 26 quarters since.
  • McNamara Financial Services's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $572K in Q1 2026.
  • 174 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.