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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
Q2 		$1.82M Sell
80,596
-4,562
-5% -$103K 0.11% 187
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

ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $353M AUM 34.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Silver Oak Securities's AGZD Position: Q2 2026 in Review

Silver Oak Securities reduced its WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) stake by 5.4% in Q2 2026, selling an estimated $103K and leaving 80,596 shares worth $1.82M. The position accounts for 0.11% of the portfolio, ranked #187.

Silver Oak Securities first reported a position in AGZD in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.83M in Q2 2023. 46 funds tracked by Wall St. Rank hold AGZD as of Q2 2026.

  • Silver Oak Securities held 80,596 shares of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund worth $1.82M as of Q2 2026.
  • Silver Oak Securities sold 4,562 WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund shares in Q2 2026, an estimated $103K.
  • WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund made up 0.11% of Silver Oak Securities's portfolio in Q2 2026, its #187 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 18 quarters since.
  • Silver Oak Securities's WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund position peaked at $8.83M in Q2 2023.
  • 46 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.