WP
AGGP

WealthPLAN Partners’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

WealthPLAN Partners’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
2018
Q4 		– Sell
-14,247
Closed -$268K – 284
2018
Q3 		$268K Sell
14,247
-2,085
-13% -$39.9K 0.05% 201
2018
Q2 		$312K Sell
16,332
-19,650
-55% -$375K 0.06% 187
2018
Q1 		$694K Buy
35,982
+9,034
+34% +$176K 0.15% 116
2017
Q4 		$538K Buy
+26,948
New +$540K 0.14% 119

Other funds holding AGGP

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

WealthPLAN Partners's AGGP Position: Q4 2018 in Review

WealthPLAN Partners sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q4 2018, closing a stake of 14,247 shares — an estimated $268K sold.

WealthPLAN Partners first reported a position in AGGP in Q4 2017 and held it in 4 quarters. The position peaked at $694K in Q1 2018. 31 funds tracked by Wall St. Rank hold AGGP as of Q4 2018.

  • WealthPLAN Partners reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q4 2018 after selling out during the quarter.
  • WealthPLAN Partners sold 14,247 IQ Enhanced Core Plus Bond U.S. ETF shares in Q4 2018, an estimated $268K.
  • WealthPLAN Partners first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q4 2017 and held it in 4 quarters.
  • WealthPLAN Partners's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $694K in Q1 2018.
  • 31 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q4 2018.

Based on WealthPLAN Partners's 13F filing for Q4 2018, filed 20 Feb 2019.