CWM
AGGP

Cornerstone Wealth Management’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

Cornerstone Wealth Management’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
2018
Q1 		$1.89M Buy
98,112
+4,200
+4% +$81.8K 0.36% 54
2017
Q4 		$1.87M Buy
93,912
+985
+1% +$19.7K 0.35% 53
2017
Q3 		$1.87M Buy
+92,927
New +$1.87M 0.39% 44

Other funds holding AGGP

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 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 $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cornerstone Wealth Management's AGGP Position: Q1 2018 in Review

Cornerstone Wealth Management increased its IQ Enhanced Core Plus Bond U.S. ETF (AGGP) stake by 4.5% in Q1 2018, buying an estimated $81.8K and bringing the position to 98,112 shares worth $1.89M. The position accounts for 0.36% of the portfolio, ranked #54.

Cornerstone Wealth Management first reported a position in AGGP in Q3 2017 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold AGGP as of Q1 2018.

  • Cornerstone Wealth Management held 98,112 shares of IQ Enhanced Core Plus Bond U.S. ETF worth $1.89M as of Q1 2018.
  • Cornerstone Wealth Management bought 4,200 IQ Enhanced Core Plus Bond U.S. ETF shares in Q1 2018, an estimated $81.8K.
  • IQ Enhanced Core Plus Bond U.S. ETF made up 0.36% of Cornerstone Wealth Management's portfolio in Q1 2018, its #54 holding.
  • Cornerstone Wealth Management first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q3 2017 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q1 2018.

Based on Cornerstone Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.