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IFP Advisors’s PGIM Short Duration Multi-Sector Bond ETF PSDM Stock Holding History

IFP Advisors’s Portfolio PSDM Stock Details PSDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.64M Buy
32,200
+893
+3% +$45.6K 0.03% 553
2026
Q1 		$1.6M Buy
31,307
+1,357
+5% +$69.8K 0.03% 530
2025
Q4 		$1.54M Buy
29,950
+730
+2% +$37.6K 0.03% 492
2025
Q3 		$1.51M Buy
29,220
+6,878
+31% +$353K 0.04% 457
2025
Q2 		$1.15M Buy
+22,342
New +$1.14M 0.03% 539

Other funds holding PSDM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

IFP Advisors's PSDM Position: Q2 2026 in Review

IFP Advisors increased its PGIM Short Duration Multi-Sector Bond ETF (PSDM) stake by 2.9% in Q2 2026, buying an estimated $45.6K and bringing the position to 32,200 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #553.

IFP Advisors first reported a position in PSDM in Q2 2025 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold PSDM as of Q2 2026.

  • IFP Advisors held 32,200 shares of PGIM Short Duration Multi-Sector Bond ETF worth $1.64M as of Q2 2026.
  • IFP Advisors bought 893 PGIM Short Duration Multi-Sector Bond ETF shares in Q2 2026, an estimated $45.6K.
  • PGIM Short Duration Multi-Sector Bond ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #553 holding.
  • IFP Advisors first reported a position in PGIM Short Duration Multi-Sector Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 25 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.