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Global Retirement Partners’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Global Retirement Partners’s Portfolio PTBD Stock Details PTBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.8K Buy
+1,451
New +$27.8K ﹤0.01% 2875
2025
Q4 		$28.1K Hold
1,451
– – ﹤0.01% 2705
2025
Q3 		$28.8K Hold
1,451
– – ﹤0.01% 2216
2025
Q2 		$28.7K Buy
+1,451
New +$28.6K ﹤0.01% 2087
2024
Q4 		$29K Sell
1,451
-2,700
-65% -$54.7K ﹤0.01% 1880
2024
Q3 		$85.6K Buy
4,151
+49
+1% +$1K ﹤0.01% 1315
2024
Q2 		$82.4K Buy
4,102
+2,651
+183% +$53.6K ﹤0.01% 1292
2024
Q1 		$29.6K Hold
1,451
– – ﹤0.01% 1643
2023
Q4 		$29.6K Hold
1,451
– – ﹤0.01% 1567
2023
Q3 		$28K Hold
1,451
– – ﹤0.01% 1520
2023
Q2 		$29K Hold
1,451
– – ﹤0.01% 1511
2023
Q1 		$29.5K Hold
1,451
– – ﹤0.01% 1476
2022
Q4 		$29.2K Hold
1,451
– – ﹤0.01% 1316
2022
Q3 		$29K Sell
1,451
-1,506
-51% -$31.8K ﹤0.01% 1228
2022
Q2 		$64K Buy
2,957
+1,506
+104% +$34.3K 0.01% 903
2022
Q1 		$33K Buy
+1,451
New +$37.3K ﹤0.01% 1163
2021
Q4 		– Sell
-2,585
Closed -$70K – 1390
2021
Q3 		$70K Buy
2,585
+6
+0.2% +$166 0.01% 756
2021
Q2 		$71K Sell
2,579
-117
-4% -$3.22K 0.01% 736
2021
Q1 		$74K Buy
2,696
+1,931
+252% +$53K 0.01% 653
2020
Q4 		$21K Buy
+765
New +$20.6K ﹤0.01% 1020

Other funds holding PTBD

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FWP
Forefront Wealth Partners Austin, Texas $323M AUM 27.85% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Global Retirement Partners's PTBD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Pacer Trendpilot US Bond ETF (PTBD) in Q2 2026: 1,451 shares worth $27.8K. The stake represents ﹤0.01% of the portfolio and ranks #2875 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PTBD as recently as Q4 2025.

Global Retirement Partners first reported a position in PTBD in Q4 2020 and has held it in 20 quarters since. The position peaked at $85.6K in Q3 2024. 48 funds tracked by Wall St. Rank hold PTBD as of Q2 2026.

  • Global Retirement Partners held 1,451 shares of Pacer Trendpilot US Bond ETF worth $27.8K as of Q2 2026.
  • Pacer Trendpilot US Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • Pacer Trendpilot US Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2875 holding.
  • Global Retirement Partners first reported a position in Pacer Trendpilot US Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • Global Retirement Partners's Pacer Trendpilot US Bond ETF position peaked at $85.6K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.