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

SVB Wealth’s Portfolio AGGY Stock Details AGGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-27,251
Closed -$1.19M – 930
2023
Q1 		$1.19M Buy
+27,251
New +$1.19M 0.02% 341