Pinnacle Bancorp’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.7K | Hold |
2,057
| – | – | 0.03% | 334 |
|
|
2025
Q1 | $89.3K | Hold |
2,057
| – | – | 0.03% | 324 |
|
|
2024
Q4 | $88.3K | Hold |
2,057
| – | – | 0.03% | 328 |
|
|
2024
Q3 | $92K | Hold |
2,057
| – | – | 0.02% | 310 |
|
|
2024
Q2 | $88.4K | Hold |
2,057
| – | – | 0.03% | 305 |
|
|
2024
Q1 | $89.3K | Hold |
2,057
| – | – | 0.03% | 301 |
|
|
2023
Q4 | $90.5K | Hold |
2,057
| – | – | 0.03% | 288 |
|
|
2023
Q3 | $85.4K | Hold |
2,057
| – | – | 0.03% | 277 |
|
|
2023
Q2 | $88.6K | Hold |
2,057
| – | – | 0.03% | 274 |
|
|
2023
Q1 | $89.9K | Hold |
2,057
| – | – | 0.03% | 268 |
|
|
2022
Q4 | $88K | Hold |
2,057
| – | – | 0.03% | 264 |
|
|
2022
Q3 | $87K | Hold |
2,057
| – | – | 0.04% | 249 |
|
|
2022
Q2 | $92K | Hold |
2,057
| – | – | 0.04% | 245 |
|
|
2022
Q1 | $98K | Hold |
2,057
| – | – | 0.03% | 248 |
|
|
2021
Q4 | $106K | Hold |
2,057
| – | – | 0.04% | 242 |
|
|
2021
Q3 | $107K | Hold |
2,057
| – | – | 0.04% | 233 |
|
|
2021
Q2 | $107K | Hold |
2,057
| – | – | 0.05% | 232 |
|
|
2021
Q1 | $105K | Hold |
2,057
| – | – | 0.05% | 226 |
|
|
2020
Q4 | $110K | Hold |
2,057
| – | – | 0.07% | 216 |
|
|
2020
Q3 | $111K | Hold |
2,057
| – | – | 0.08% | 193 |
|
|
2020
Q2 | $111K | Buy |
+2,057
| New | +$111K | 0.08% | 188 |
|