Trinity Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $789K | Sell |
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|
2025
Q2 | $781K | Buy |
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|
2025
Q1 | $767K | Sell |
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|
2024
Q4 | $929K | Sell |
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|
2024
Q3 | $985K | Buy |
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|
2024
Q2 | $731K | Buy |
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|
2024
Q1 | $621K | Sell |
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|
2023
Q4 | $796K | Buy |
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|
2023
Q3 | $750K | Buy |
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|
2023
Q2 | $763K | Buy |
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|
2023
Q1 | $697K | Buy |
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