PIWA
Prevail Innovative Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$532K | 0.6% | 53 |
|
|
2024
Q4 | $1.68M | Buy |
17,314
+4,207
| +32% | +$408K | 0.49% | 68 |
|
|
2024
Q3 | $1.33M | Buy |
13,107
+1,221
| +10% | +$124K | 0.4% | 83 |
|
|
2024
Q2 | $1.15M | Buy |
11,886
+841
| +8% | +$81.6K | 0.41% | 85 |
|
|
2024
Q1 | $1.08M | Buy |
+11,045
| New | +$1.08M | 0.4% | 86 |
|