IFP Advisors
PTBD icon

IFP Advisors’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

IFP Advisors’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
Q3 		$48.2K Buy
2,626
+55
+2% +$1.04K ﹤0.01% 2416
2026
Q2 		$49.3K Sell
2,571
-579
-18% -$11.1K ﹤0.01% 2407
2026
Q1 		$59.8K Sell
3,150
-1,347
-30% -$26K ﹤0.01% 2146
2025
Q4 		$87.2K Sell
4,497
-454
-9% -$8.9K ﹤0.01% 1880
2025
Q3 		$98.2K Sell
4,951
-151
-3% -$2.99K ﹤0.01% 1696
2025
Q2 		$101K Buy
+5,102
New +$100K ﹤0.01% 1635
2023
Q3 		– Sell
-175
Closed -$3.5K – 3497
2023
Q2 		$3.5K Hold
175
– – ﹤0.01% 2664
2023
Q1 		$4.39K Sell
175
-1,798
-91% -$36.9K ﹤0.01% 2623
2022
Q4 		$49K Sell
1,973
-3,539
-64% -$71.6K ﹤0.01% 2263
2022
Q3 		$138K Buy
5,512
+301
+6% +$6.35K ﹤0.01% 1639
2022
Q2 		$131K Hold
5,211
– – ﹤0.01% 1517
2022
Q1 		$131K Sell
5,211
-15,796
-75% -$406K ﹤0.01% 1517
2021
Q4 		$565K Buy
21,007
+132
+0.6% +$3.56K 0.01% 555
2021
Q3 		$567K Buy
20,875
+8,900
+74% +$246K 0.01% 551
2021
Q2 		$333K Buy
+11,975
New +$329K 0.01% 682
2021
Q1 		– Sell
-7,100
Closed -$195K – 3178
2020
Q4 		$196K Buy
7,100
+6,473
+1,032% +$175K 0.01% 809
2020
Q3 		$16K Hold
627
– – ﹤0.01% 1734
2020
Q2 		$16K Sell
627
-111,248
-99% -$2.86M ﹤0.01% 1644
2020
Q1 		$2.87M Buy
+111,875
New +$2.87M 0.29% 77

Other funds holding PTBD

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

IFP Advisors's PTBD Position: Q3 2026 in Review

IFP Advisors increased its Pacer Trendpilot US Bond ETF (PTBD) stake by 2.1% in Q3 2026, buying an estimated $1.04K and bringing the position to 2,626 shares worth $48.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2416.

IFP Advisors first reported a position in PTBD in Q1 2020 and has held it in 19 quarters since. The position peaked at $2.87M in Q1 2020. 10 funds tracked by Wall St. Rank hold PTBD as of Q3 2026.

  • IFP Advisors held 2,626 shares of Pacer Trendpilot US Bond ETF worth $48.2K as of Q3 2026.
  • IFP Advisors bought 55 Pacer Trendpilot US Bond ETF shares in Q3 2026, an estimated $1.04K.
  • Pacer Trendpilot US Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2416 holding.
  • IFP Advisors first reported a position in Pacer Trendpilot US Bond ETF in Q1 2020 and has held it in 19 quarters since.
  • IFP Advisors's Pacer Trendpilot US Bond ETF position peaked at $2.87M in Q1 2020.
  • 10 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.