SWM
AGGP

Sugarloaf Wealth Management’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

Sugarloaf Wealth 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
2020
Q2 		– Sell
-1,560
Closed -$47K – 758
2020
Q1 		$47K Buy
1,560
+103
+7% +$2.04K 0.02% 229
2019
Q4 		$29K Buy
+1,457
New +$28.7K 0.01% 316

Other funds holding AGGP

BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Sugarloaf Wealth Management's AGGP Position: Q2 2020 in Review

Sugarloaf Wealth Management sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q2 2020, closing a stake of 1,560 shares — an estimated $47K sold.

Sugarloaf Wealth Management first reported a position in AGGP in Q4 2019 and held it in 2 quarters. The position peaked at $47K in Q1 2020. 25 funds tracked by Wall St. Rank hold AGGP as of Q2 2020.

  • Sugarloaf Wealth Management reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q2 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,560 IQ Enhanced Core Plus Bond U.S. ETF shares in Q2 2020, an estimated $47K.
  • Sugarloaf Wealth Management first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q4 2019 and held it in 2 quarters.
  • Sugarloaf Wealth Management's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $47K in Q1 2020.
  • 25 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q2 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2020, filed 21 Jul 2020.