APWA
AGGP

Atlas Private Wealth Advisors’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

Atlas Private Wealth Advisors’s Portfolio AGGP Stock Details AGGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-15,694
Closed -$314K – 931
2020
Q4 		$314K Sell
15,694
-9,978
-39% -$198K 0.21% 87
2020
Q3 		$507K Buy
25,672
+499
+2% +$9.94K 0.42% 54
2020
Q2 		$502K Buy
+25,173
New +$502K 0.45% 52

Atlas Private Wealth Advisors's AGGP Position: Q1 2021 in Review

Atlas Private Wealth Advisors sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q1 2021, closing a stake of 15,694 shares — an estimated $314K sold.

Atlas Private Wealth Advisors first reported a position in AGGP in Q2 2020 and held it in 3 quarters. The position peaked at $507K in Q3 2020. 0 funds tracked by Wall St. Rank hold AGGP as of Q1 2021.

  • Atlas Private Wealth Advisors reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q1 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 15,694 IQ Enhanced Core Plus Bond U.S. ETF shares in Q1 2021, an estimated $314K.
  • Atlas Private Wealth Advisors first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q2 2020 and held it in 3 quarters.
  • Atlas Private Wealth Advisors's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $507K in Q3 2020.
  • 0 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q1 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.