SIS
AGGY icon

Sound Income Strategies’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Sound Income Strategies’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
2025
Q2 		– Sell
-135
Closed -$5.86K – 1612
2025
Q1 		$5.86K Hold
135
– – ﹤0.01% 1029
2024
Q4 		$5.79K Hold
135
– – ﹤0.01% 958
2024
Q3 		$6.04K Sell
135
-365
-73% -$16.1K ﹤0.01% 910
2024
Q2 		$21.5K Hold
500
– – ﹤0.01% 613
2024
Q1 		$21.7K Sell
500
-232
-32% -$10.1K ﹤0.01% 584
2023
Q4 		$32.2K Buy
732
+367
+101% +$15.5K ﹤0.01% 495
2023
Q3 		$15.2K Hold
365
– – ﹤0.01% 491
2023
Q2 		$15.7K Hold
365
– – ﹤0.01% 477
2023
Q1 		$15.9K Buy
+365
New +$15.9K ﹤0.01% 452

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 $377B AUM 19.32% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

Sound Income Strategies's AGGY Position: Q2 2025 in Review

Sound Income Strategies sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q2 2025, closing a stake of 135 shares — an estimated $5.86K sold.

Sound Income Strategies first reported a position in AGGY in Q1 2023 and held it in 9 quarters. The position peaked at $32.2K in Q4 2023. 164 funds tracked by Wall St. Rank hold AGGY as of Q2 2025.

  • Sound Income Strategies reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Sound Income Strategies sold 135 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2025, an estimated $5.86K.
  • Sound Income Strategies first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2023 and held it in 9 quarters.
  • Sound Income Strategies's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $32.2K in Q4 2023.
  • 164 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.