GLA
AGGP

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

Good Life 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
2017
Q3 		– Sell
-14,716
Closed -$293K – 223
2017
Q2 		$293K Sell
14,716
-865
-6% -$17.3K 0.13% 142
2017
Q1 		$310K Sell
15,581
-19,134
-55% -$379K 0.15% 130
2016
Q4 		$692K Buy
+34,715
New +$691K 0.4% 49

Other funds holding AGGP

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIC
New York Life Insurance Company New York $491M AUM 10.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Good Life Advisors's AGGP Position: Q3 2017 in Review

Good Life Advisors sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q3 2017, closing a stake of 14,716 shares — an estimated $293K sold.

Good Life Advisors first reported a position in AGGP in Q4 2016 and held it in 3 quarters. The position peaked at $692K in Q4 2016. 26 funds tracked by Wall St. Rank hold AGGP as of Q3 2017.

  • Good Life Advisors reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q3 2017 after selling out during the quarter.
  • Good Life Advisors sold 14,716 IQ Enhanced Core Plus Bond U.S. ETF shares in Q3 2017, an estimated $293K.
  • Good Life Advisors first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q4 2016 and held it in 3 quarters.
  • Good Life Advisors's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $692K in Q4 2016.
  • 26 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q3 2017.

Based on Good Life Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.