McNamara Financial 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
Q2 | $557K | Buy |
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|
2025
Q1 | $304K | Sell |
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|
2024
Q4 | $335K | Sell |
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|
2024
Q3 | $402K | Sell |
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|
2024
Q2 | $400K | Sell |
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|
2024
Q1 | $410K | Buy |
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|
2023
Q4 | $384K | Buy |
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|
2023
Q3 | $361K | Buy |
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|
2023
Q2 | $370K | Buy |
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|
2023
Q1 | $370K | Buy |
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|
2022
Q4 | $336K | Buy |
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|
2022
Q3 | $322K | Sell |
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|
2022
Q2 | $409K | Buy |
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|
2022
Q1 | $418K | Buy |
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|
2021
Q4 | $442K | Sell |
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|
2021
Q3 | $446K | Buy |
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|
2021
Q2 | $448K | Buy |
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|
2021
Q1 | $247K | Buy |
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|
2020
Q4 | $233K | Hold |
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|
2020
Q3 | $233K | Buy |
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|
2020
Q2 | $229K | Sell |
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|
2020
Q1 | $244K | Buy |
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