AssuredPartners Investment Advisors’s PGIM Short Duration Multi-Sector Bond ETF PSDM Stock Holding History

AssuredPartners Investment Advisors’s Portfolio PSDM Stock Details PSDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-13,673	Closed	-$705K	–	351
2025 Q3	$705K	Sell	13,673 -2,864	-17%	-$147K	0.16%	108
2025 Q2	$850K	Sell	16,537 -41,603	-72%	-$2.12M	0.21%	92
2025 Q1	$2.97M	Sell	58,140 -13,248	-19%	-$675K	0.57%	46
2024 Q4	$3.62M	Buy	+71,388	New	+$3.64M	0.71%	37

Other funds holding PSDM

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssuredPartners Investment Advisors's PSDM Position: Q4 2025 in Review

AssuredPartners Investment Advisors sold out of PGIM Short Duration Multi-Sector Bond ETF (PSDM) in Q4 2025, closing a stake of 13,673 shares — an estimated $705K sold.

AssuredPartners Investment Advisors first reported a position in PSDM in Q4 2024 and held it in 4 quarters. The position peaked at $3.62M in Q4 2024. 21 funds tracked by Wall St. Rank hold PSDM as of Q4 2025.

AssuredPartners Investment Advisors reported no remaining PGIM Short Duration Multi-Sector Bond ETF position as of Q4 2025 after selling out during the quarter.
AssuredPartners Investment Advisors sold 13,673 PGIM Short Duration Multi-Sector Bond ETF shares in Q4 2025, an estimated $705K.
AssuredPartners Investment Advisors first reported a position in PGIM Short Duration Multi-Sector Bond ETF in Q4 2024 and held it in 4 quarters.
AssuredPartners Investment Advisors's PGIM Short Duration Multi-Sector Bond ETF position peaked at $3.62M in Q4 2024.
21 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q4 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.