Walkner Condon Financial Advisors’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
Q2 | $338K | Sell |
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2025
Q1 | $347K | Sell |
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2024
Q4 | $371K | Buy |
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2024
Q3 | $379K | Sell |
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|
2024
Q2 | $402K | Sell |
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|
2024
Q1 | $451K | Buy |
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|
2023
Q4 | $455K | Sell |
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|
2023
Q3 | $464K | Sell |
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|
2023
Q2 | $490K | Sell |
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|
2023
Q1 | $515K | Sell |
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|
2022
Q4 | $631K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $219K | Sell |
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|
2021
Q2 | $221K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $219K | Buy |
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