Prevail Innovative Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-22,693	Closed	-$2.24M	–	194
2025 Q1	$2.24M	Buy	22,693 +5,379	+31%	+$526K	0.6%	53
2024 Q4	$1.68M	Buy	17,314 +4,207	+32%	+$414K	0.49%	68
2024 Q3	$1.33M	Buy	13,107 +1,221	+10%	+$122K	0.4%	83
2024 Q2	$1.15M	Buy	11,886 +841	+8%	+$81.2K	0.41%	85
2024 Q1	$1.08M	Buy	+11,045	New	+$1.08M	0.4%	86

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Prevail Innovative Wealth Advisors's AGG Position: Q2 2025 in Review

Prevail Innovative Wealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 22,693 shares — an estimated $2.24M sold.

Prevail Innovative Wealth Advisors first reported a position in AGG in Q1 2024 and held it in 5 quarters. The position peaked at $2.24M in Q1 2025. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

Prevail Innovative Wealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 22,693 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $2.24M.
Prevail Innovative Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and held it in 5 quarters.
Prevail Innovative Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $2.24M in Q1 2025.
1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.