Obsidian Personal Planning Solutions’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Obsidian Personal Planning Solutions’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
2025 Q2	$234K	Hold
2025 Q1	$232K	Buy
2024 Q4	$211K	Hold
2024 Q3	$214K	Sell
2024 Q2	$329K	Buy
2024 Q1	$321K	Hold
2023 Q4	$335K	Hold
2023 Q3	$316K	Buy