First Foundation Advisors’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-12,326
Closed -$247K 448
2020
Q4
$247K Sell
12,326
-1,242
-9% -$24.7K 0.01% 358
2020
Q3
$268K Sell
13,568
-685
-5% -$13.6K 0.01% 311
2020
Q2
$284K Sell
14,253
-25,706
-64% -$513K 0.01% 285
2020
Q1
$798K Sell
39,959
-4,340
-10% -$86.1K 0.05% 184
2019
Q4
$874K Buy
44,299
+22,763
+106% +$448K 0.04% 182
2019
Q3
$424K Buy
21,536
+9,275
+76% +$182K 0.02% 245
2019
Q2
$239K Buy
12,261
+1,842
+18% +$35.4K 0.01% 307
2019
Q1
$200K Buy
+10,419
New +$198K 0.01% 312

First Foundation Advisors's AGGP Position: Q1 2021 in Review

First Foundation Advisors sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q1 2021, closing a stake of 12,326 shares — an estimated $247K sold.

First Foundation Advisors first reported a position in AGGP in Q1 2019 and held it in 8 quarters. The position peaked at $874K in Q4 2019. 0 funds tracked by Wall St. Rank hold AGGP as of Q1 2021.

  • First Foundation Advisors reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q1 2021 after selling out during the quarter.
  • First Foundation Advisors sold 12,326 IQ Enhanced Core Plus Bond U.S. ETF shares in Q1 2021, an estimated $247K.
  • First Foundation Advisors first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q1 2019 and held it in 8 quarters.
  • First Foundation Advisors's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $874K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q1 2021.

Based on First Foundation Advisors's 13F filing for Q1 2021, filed 18 May 2021.