Commonwealth Equity Services
PSDM icon

Commonwealth Equity Services’s PGIM Short Duration Multi-Sector Bond ETF PSDM Stock Holding History

Commonwealth Equity Services’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
2026
Q2 		$1.8M Sell
35,429
-1,403
-4% -$71.7K ﹤0.01% 2216
2026
Q1 		$1.88M Buy
36,832
+168
+0.5% +$8.64K ﹤0.01% 2065
2025
Q4 		$1.89M Buy
36,664
+4,500
+14% +$232K ﹤0.01% 2033
2025
Q3 		$1.66M Buy
32,164
+4,062
+14% +$209K ﹤0.01% 2152
2025
Q2 		$1.44M Sell
28,102
-9,296
-25% -$473K ﹤0.01% 2270
2025
Q1 		$1.91M Buy
37,398
+5,145
+16% +$262K ﹤0.01% 1941
2024
Q4 		$1.64M Buy
+32,253
New +$1.64M ﹤0.01% 2013

Other funds holding PSDM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Rockefeller Capital Management
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
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Commonwealth Equity Services's PSDM Position: Q2 2026 in Review

Commonwealth Equity Services reduced its PGIM Short Duration Multi-Sector Bond ETF (PSDM) stake by 3.8% in Q2 2026, selling an estimated $71.7K and leaving 35,429 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2216.

Commonwealth Equity Services first reported a position in PSDM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.91M in Q1 2025. 25 funds tracked by Wall St. Rank hold PSDM as of Q2 2026.

  • Commonwealth Equity Services held 35,429 shares of PGIM Short Duration Multi-Sector Bond ETF worth $1.8M as of Q2 2026.
  • Commonwealth Equity Services sold 1,403 PGIM Short Duration Multi-Sector Bond ETF shares in Q2 2026, an estimated $71.7K.
  • PGIM Short Duration Multi-Sector Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2216 holding.
  • Commonwealth Equity Services first reported a position in PGIM Short Duration Multi-Sector Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Commonwealth Equity Services's PGIM Short Duration Multi-Sector Bond ETF position peaked at $1.91M in Q1 2025.
  • 25 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.