Simplicity Wealth’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	$673K	Buy	15,430 +10,800	+233%	+$471K	0.03%	400
2025 Q1	$201K	Buy	+4,630	New	+$201K	0.02%	529
2024 Q4	–	Sell	-5,265	Closed	-$235K	–	326
2024 Q3	$235K	Sell	5,265 -15	-0.3%	-$671	0.02%	436
2024 Q2	$227K	Buy	+5,280	New	+$227K	0.01%	1059