Independent Advisor Alliance’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

Independent Advisor Alliance’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 Q2	–	Sell	-30,851	Closed	-$614K	–	440
2017 Q1	$614K	Buy	+30,851	New	+$611K	0.1%	210

Other funds holding AGGP

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Independent Advisor Alliance's AGGP Position: Q2 2017 in Review

Independent Advisor Alliance sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q2 2017, closing a stake of 30,851 shares — an estimated $614K sold.

Independent Advisor Alliance first reported a position in AGGP in Q1 2017 and held it in 1 quarter. The position peaked at $614K in Q1 2017. 23 funds tracked by Wall St. Rank hold AGGP as of Q2 2017.

Independent Advisor Alliance reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q2 2017 after selling out during the quarter.
Independent Advisor Alliance sold 30,851 IQ Enhanced Core Plus Bond U.S. ETF shares in Q2 2017, an estimated $614K.
Independent Advisor Alliance first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q1 2017 and held it in 1 quarter.
Independent Advisor Alliance's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $614K in Q1 2017.
23 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q2 2017.

Based on Independent Advisor Alliance's 13F filing for Q2 2017, filed 14 Aug 2017.