RPGK
AGZD icon

Retirement Planning Group (Kansas)’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Retirement Planning Group (Kansas)’s Portfolio AGZD Stock Details AGZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-29,180
Closed -$655K – 297
2024
Q4 		$655K Sell
29,180
-1,894
-6% -$42.5K 0.03% 166
2024
Q3 		$697K Sell
31,074
-1,866
-6% -$41.8K 0.04% 154
2024
Q2 		$735K Buy
+32,940
New +$735K 0.05% 127