New York Life Investment Management’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

New York Life Investment 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
2019 Q4	–	Sell	-1,406,799	Closed	-$27.7M	–	18
2019 Q3	$27.7M	Sell	1,406,799 -1,463,307	-51%	-$28.7M	3.22%	7
2019 Q2	$56M	Sell	2,870,106 -153,774	-5%	-$2.96M	5.14%	6
2019 Q1	$58M	Sell	3,023,880 -57,046	-2%	-$1.08M	4.46%	7
2018 Q4	$58.3M	Sell	3,080,926 -2,992,276	-49%	-$56.5M	4.36%	5
2018 Q3	$116M	Sell	6,073,202 -1,724,262	-22%	-$33M	7.88%	5
2018 Q2	$149M	Buy	7,797,464 +951,852	+14%	+$18.2M	8.61%	5
2018 Q1	$132M	Sell	6,845,612 -1,951,029	-22%	-$38M	8.14%	4
2017 Q4	$175M	Buy	8,796,641 +736,187	+9%	+$14.8M	12.17%	3
2017 Q3	$162M	Buy	8,060,454 +296,170	+4%	+$5.95M	13.09%	2
2017 Q2	$156M	Buy	7,764,284 +280,781	+4%	+$5.62M	14.31%	2
2017 Q1	$148M	Sell	7,483,503 -886,384	-11%	-$17.6M	18.52%	1
2016 Q4	$165M	Sell	8,369,887 -1,483,342	-15%	-$29.5M	19.11%	1
2016 Q3	$201M	Buy	9,853,229 +3,860,085	+64%	+$78.6M	21.98%	1
2016 Q2	$122M	Buy	+5,993,144	New	+$120M	13.56%	1

Other funds holding AGGP

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

New York Life Investment Management's AGGP Position: Q4 2019 in Review

New York Life Investment Management sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q4 2019, closing a stake of 1,406,799 shares — an estimated $27.7M sold.

New York Life Investment Management first reported a position in AGGP in Q2 2016 and held it in 14 quarters. The position peaked at $201M in Q3 2016. 26 funds tracked by Wall St. Rank hold AGGP as of Q4 2019.

New York Life Investment Management reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q4 2019 after selling out during the quarter.
New York Life Investment Management sold 1,406,799 IQ Enhanced Core Plus Bond U.S. ETF shares in Q4 2019, an estimated $27.7M.
New York Life Investment Management first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q2 2016 and held it in 14 quarters.
New York Life Investment Management's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $201M in Q3 2016.
26 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q4 2019.

Based on New York Life Investment Management's 13F filing for Q4 2019, filed 11 Feb 2020.