BTS
AGGP

BB&T Securities’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

BB&T Securities’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
2019
Q2 		– Sell
-11,734
Closed -$225K – 1713
2019
Q1 		$225K Sell
11,734
-3,000
-20% -$57K ﹤0.01% 1440
2018
Q4 		$278K Sell
14,734
-12,751
-46% -$241K ﹤0.01% 1217
2018
Q3 		$526K Sell
27,485
-30,422
-53% -$583K 0.01% 1057
2018
Q2 		$1.1M Sell
57,907
-21,409
-27% -$409K 0.01% 778
2018
Q1 		$1.53M Buy
79,316
+19,582
+33% +$381K 0.02% 647
2017
Q4 		$1.19M Buy
+59,734
New +$1.2M 0.02% 686

Other funds holding AGGP

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return