Cambridge Investment Research Advisors
PTRB icon

Cambridge Investment Research Advisors’s PGIM Total Return Bond ETF PTRB Stock Holding History

Cambridge Investment Research Advisors’s Portfolio PTRB Stock Details PTRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.26M Sell
30,371
-3,766
-11% -$159K ﹤0.01% 1967
2025
Q4 		$1.44M Buy
34,137
+29,181
+589% +$1.23M ﹤0.01% 1814
2025
Q3 		$209K Buy
+4,956
New +$207K ﹤0.01% 3453

Other funds holding PTRB

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors's PTRB Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its PGIM Total Return Bond ETF (PTRB) stake by 11% in Q1 2026, selling an estimated $159K and leaving 30,371 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Cambridge Investment Research Advisors first reported a position in PTRB in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.44M in Q4 2025. 90 funds tracked by Wall St. Rank hold PTRB as of Q1 2026.

  • Cambridge Investment Research Advisors held 30,371 shares of PGIM Total Return Bond ETF worth $1.26M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 3,766 PGIM Total Return Bond ETF shares in Q1 2026, an estimated $159K.
  • PGIM Total Return Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1967 holding.
  • Cambridge Investment Research Advisors first reported a position in PGIM Total Return Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Cambridge Investment Research Advisors's PGIM Total Return Bond ETF position peaked at $1.44M in Q4 2025.
  • 90 funds tracked by Wall St. Rank held PGIM Total Return Bond ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.