SHP Wealth Management
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1807060
PLYMOUTH, MA
Position in AGGY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$30,088
+$151 QoQ
Shares Held
692
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#45
of 53 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGGY Over Time
Shares Held
Position Value (USD)
All Filings in AGGY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,088 | 692 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $29,937 | 689 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $30,614 | 695 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||