HWA
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Heritage Wealth Architects’s PGIM Total Return Bond ETF PTRB Stock Holding History

Heritage Wealth Architects’s Portfolio PTRB Stock Details PTRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15.1M Sell
361,025
-3,742
-1% -$157K 11.12% 2
2025
Q1 		$15.2M Buy
+364,767
New +$15.2M 14.8% 2