Barnes Wealth Management Group, Inc
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2066194
Bakersfield, CA
All Filings in AGGY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,415 | 13,878 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $867,566 | 19,967 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $873,952 | 19,840 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $859,280 | 19,410 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $788,743 | 18,078 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $773,748 | 17,816 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $706,420 | 16,459 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||