Mutual 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
-29,699
Closed -$594K 843
2020
Q4
$594K Sell
29,699
-2,537
-8% -$50.4K 0.04% 429
2020
Q3
$636K Sell
32,236
-804
-2% -$16K 0.06% 365
2020
Q2
$658K Buy
33,040
+13,468
+69% +$269K 0.06% 312
2020
Q1
$391K Sell
19,572
-347
-2% -$6.89K 0.05% 337
2019
Q4
$393K Sell
19,919
-1,519
-7% -$29.9K 0.04% 403
2019
Q3
$422K Hold
21,438
0.06% 339
2019
Q2
$418K Sell
21,438
-524
-2% -$10.1K 0.05% 358
2019
Q1
$421K Hold
21,962
0.06% 298
2018
Q4
$415K Sell
21,962
-44,994
-67% -$850K 0.08% 264
2018
Q3
$1.28M Buy
66,956
+29,317
+78% +$562K 0.19% 132
2018
Q2
$718K Buy
+37,639
New +$719K 0.16% 185

Mutual Advisors's AGGP Position: Q1 2021 in Review

Mutual Advisors sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q1 2021, closing a stake of 29,699 shares — an estimated $594K sold.

Mutual Advisors first reported a position in AGGP in Q2 2018 and held it in 11 quarters. The position peaked at $1.28M in Q3 2018. 0 funds tracked by Wall St. Rank hold AGGP as of Q1 2021.

  • Mutual Advisors reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q1 2021 after selling out during the quarter.
  • Mutual Advisors sold 29,699 IQ Enhanced Core Plus Bond U.S. ETF shares in Q1 2021, an estimated $594K.
  • Mutual Advisors first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q2 2018 and held it in 11 quarters.
  • Mutual Advisors's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $1.28M in Q3 2018.
  • 0 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q1 2021.

Based on Mutual Advisors's 13F filing for Q1 2021, filed 13 May 2021.