IWP
IAG Wealth Partners’s PGIM Ultra Short Bond ETF PULS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6M | Buy |
412,988
+43,160
| +12% | +$2.15M | 2.72% | 12 |
|
|
2025
Q1 | $18.4M | Buy |
369,828
+91,187
| +33% | +$4.53M | 2.86% | 12 |
|
|
2024
Q4 | $13.8M | Buy |
278,641
+57,170
| +26% | +$2.83M | 2.44% | 15 |
|
|
2024
Q3 | $11M | Buy |
221,471
+13,512
| +6% | +$673K | 2.04% | 17 |
|
|
2024
Q2 | $10.3M | Buy |
207,959
+11,249
| +6% | +$559K | 2.08% | 15 |
|
|
2024
Q1 | $9.78M | Buy |
196,710
+49,667
| +34% | +$2.47M | 2.1% | 15 |
|
|
2023
Q4 | $7.26M | Buy |
147,043
+55,491
| +61% | +$2.74M | 1.66% | 16 |
|
|
2023
Q3 | $4.53M | Sell |
91,552
-9,923
| -10% | -$491K | 1.26% | 20 |
|
|
2023
Q2 | $5.01M | Sell |
101,475
-23,945
| -19% | -$1.18M | 1.33% | 18 |
|
|
2023
Q1 | $6.18M | Buy |
125,420
+25,142
| +25% | +$1.24M | 1.72% | 14 |
|
|
2022
Q4 | $4.92M | Sell |
100,278
-23,494
| -19% | -$1.15M | 1.45% | 17 |
|
|
2022
Q3 | $6.08M | Sell |
123,772
-42,193
| -25% | -$2.07M | 2.02% | 12 |
|
|
2022
Q2 | $8.14M | Buy |
165,965
+122,082
| +278% | +$5.99M | 2.66% | 11 |
|
|
2022
Q1 | $2.16M | Buy |
+43,883
| New | +$2.16M | 0.68% | 25 |
|