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Evergreen Wealth Partners’s PGIM Active Aggregate Bond ETF PAB Stock Holding History

Evergreen Wealth Partners’s Portfolio PAB Stock Details PAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$554K Buy
13,138
+1,184
+10% +$50K 0.33% 46
2026
Q1 		$506K Buy
11,954
+154
+1% +$6.59K 0.39% 42
2025
Q4 		$504K Buy
+11,800
New +$507K 0.43% 38

Other funds holding PAB

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCA
Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Evergreen Wealth Partners's PAB Position: Q2 2026 in Review

Evergreen Wealth Partners increased its PGIM Active Aggregate Bond ETF (PAB) stake by 9.9% in Q2 2026, buying an estimated $50K and bringing the position to 13,138 shares worth $554K. The position accounts for 0.33% of the portfolio, ranked #46.

Evergreen Wealth Partners first reported a position in PAB in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold PAB as of Q2 2026.

  • Evergreen Wealth Partners held 13,138 shares of PGIM Active Aggregate Bond ETF worth $554K as of Q2 2026.
  • Evergreen Wealth Partners bought 1,184 PGIM Active Aggregate Bond ETF shares in Q2 2026, an estimated $50K.
  • PGIM Active Aggregate Bond ETF made up 0.33% of Evergreen Wealth Partners's portfolio in Q2 2026, its #46 holding.
  • Evergreen Wealth Partners first reported a position in PGIM Active Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held PGIM Active Aggregate Bond ETF as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.