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Silver Oak Securities’s WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund AGZD Stock Holding History

Silver Oak Securities’s Portfolio AGZD Stock Details AGZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.92M Sell
85,158
-1,223
-1% -$27.6K 0.14% 154
2025
Q4 		$1.94M Sell
86,381
-1,178
-1% -$26.5K 0.13% 157
2025
Q3 		$1.97M Sell
87,559
-23,297
-21% -$521K 0.15% 145
2025
Q2 		$2.46M Buy
110,856
+218
+0.2% +$4.85K 0.2% 119
2025
Q1 		$2.47M Sell
110,638
-1,052
-0.9% -$23.6K 0.23% 99
2024
Q4 		$2.51M Sell
111,690
-1,465
-1% -$32.9K 0.23% 96
2024
Q3 		$2.52M Sell
113,155
-1,576
-1% -$35.1K 0.27% 83
2024
Q2 		$2.56M Sell
114,731
-1,955
-2% -$43.4K 0.38% 65
2024
Q1 		$2.58M Sell
116,686
-3,676
-3% -$80.9K 0.39% 60
2023
Q4 		$2.64M Sell
120,362
-95,599
-44% -$2.12M 0.35% 62
2023
Q3 		$4.79M Sell
215,961
-183,295
-46% -$4.07M 1.04% 19
2023
Q2 		$8.83M Buy
399,256
+119,498
+43% +$2.61M 1.42% 9
2023
Q1 		$6.09M Sell
279,758
-69,202
-20% -$1.51M 1% 21
2022
Q4 		$7.58M Sell
348,960
-82,962
-19% -$1.87M 1.42% 15
2022
Q3 		$4.79M Buy
431,922
+72,780
+20% +$1.67M 1.04% 19
2022
Q2 		$8.22M Buy
359,142
+120,184
+50% +$2.77M 1.84% 11
2022
Q1 		$5.55M Buy
+238,958
New +$5.55M 1.13% 16

Other funds holding AGZD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Silver Oak Securities's AGZD Position: Q1 2026 in Review

Silver Oak Securities reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 1.4% in Q1 2026, selling an estimated $27.6K and leaving 85,158 shares worth $1.92M. The position accounts for 0.14% of the portfolio, ranked #154.

Silver Oak Securities first reported a position in AGZD in Q1 2022 and has held it in 17 quarters since. The position peaked at $8.83M in Q2 2023. 47 funds tracked by Wall St. Rank hold AGZD as of Q1 2026.

  • Silver Oak Securities held 85,158 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $1.92M as of Q1 2026.
  • Silver Oak Securities sold 1,223 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q1 2026, an estimated $27.6K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.14% of Silver Oak Securities's portfolio in Q1 2026, its #154 holding.
  • Silver Oak Securities first reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in Q1 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $8.83M in Q2 2023.
  • 47 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.