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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
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

LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 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 22.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evergreen Wealth Partners's PAB Position: Q1 2026 in Review

Evergreen Wealth Partners increased its PGIM Active Aggregate Bond ETF (PAB) stake by 1.3% in Q1 2026, buying an estimated $6.59K and bringing the position to 11,954 shares worth $506K. The position accounts for 0.39% of the portfolio, ranked #42.

Evergreen Wealth Partners first reported a position in PAB in Q4 2025 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold PAB as of Q1 2026.

  • Evergreen Wealth Partners held 11,954 shares of PGIM Active Aggregate Bond ETF worth $506K as of Q1 2026.
  • Evergreen Wealth Partners bought 154 PGIM Active Aggregate Bond ETF shares in Q1 2026, an estimated $6.59K.
  • PGIM Active Aggregate Bond ETF made up 0.39% of Evergreen Wealth Partners's portfolio in Q1 2026, its #42 holding.
  • Evergreen Wealth Partners first reported a position in PGIM Active Aggregate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held PGIM Active Aggregate Bond ETF as of Q1 2026.

Based on Evergreen Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.