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SHP Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

SHP Wealth Management’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
Q1 		$29.9K Sell
689
-6
-0.9% -$264 ﹤0.01% 619
2025
Q4 		$30.6K Buy
+695
New +$30.8K ﹤0.01% 592

Other funds holding AGGY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

SHP Wealth Management's AGGY Position: Q1 2026 in Review

SHP Wealth Management reduced its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 0.86% in Q1 2026, selling an estimated $264 and leaving 689 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

SHP Wealth Management first reported a position in AGGY in Q4 2025 and has held it in 2 quarters since. The position peaked at $30.6K in Q4 2025. 164 funds tracked by Wall St. Rank hold AGGY as of Q1 2026.

  • SHP Wealth Management held 689 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $29.9K as of Q1 2026.
  • SHP Wealth Management sold 6 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2026, an estimated $264.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #619 holding.
  • SHP Wealth Management first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $30.6K in Q4 2025.
  • 164 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.