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IAG Wealth Partners’s PGIM Short Duration High Yield ETF PSH Stock Holding History

IAG Wealth Partners’s Portfolio PSH Stock Details PSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.1M Buy
321,813
+319,532
+14,008% +$16M 1.59% 21
2026
Q1 		$113K Buy
+2,281
New +$115K 0.01% 159

Other funds holding PSH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
SFG
Stonebridge Financial Group San Rafael, California $722M AUM
SFS
Sunrise Financial Services Burien, Washington $168M AUM

IAG Wealth Partners's PSH Position: Q2 2026 in Review

IAG Wealth Partners increased its PGIM Short Duration High Yield ETF (PSH) stake by 14,008% in Q2 2026, buying an estimated $16M and bringing the position to 321,813 shares worth $16.1M. The position accounts for 1.59% of the portfolio, ranked #21.

IAG Wealth Partners first reported a position in PSH in Q1 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold PSH as of Q2 2026.

  • IAG Wealth Partners held 321,813 shares of PGIM Short Duration High Yield ETF worth $16.1M as of Q2 2026.
  • IAG Wealth Partners bought 319,532 PGIM Short Duration High Yield ETF shares in Q2 2026, an estimated $16M.
  • PGIM Short Duration High Yield ETF made up 1.59% of IAG Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • IAG Wealth Partners first reported a position in PGIM Short Duration High Yield ETF in Q1 2026 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held PGIM Short Duration High Yield ETF as of Q2 2026.

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