IFP Advisors’s PGIM Total Return Bond ETF PTRB Stock Holding History

IFP Advisors’s Portfolio PTRB Stock Details PTRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.1K	Buy	388 +45	+13%	+$1.89K	﹤0.01%	2894
2025 Q4	$14.4K	Hold	343	–	–	﹤0.01%	2884
2025 Q3	$14.5K	Buy	343 +15	+5%	+$627	﹤0.01%	2731
2025 Q2	$13.7K	Buy	328 +13	+4%	+$536	﹤0.01%	2749
2025 Q1	$13.1K	Buy	315 +60	+24%	+$2.48K	﹤0.01%	2477
2024 Q4	$10.4K	Buy	255 +9	+4%	+$375	﹤0.01%	2513
2024 Q3	$10.5K	Buy	246 +8	+3%	+$338	﹤0.01%	2400
2024 Q2	$9.81K	Buy	+238	New	+$9.75K	﹤0.01%	2349
2023 Q4	–	Sell	-344	Closed	-$13.7K	–	3270
2023 Q3	$13.7K	Hold	344	–	–	﹤0.01%	2123
2023 Q2	$14.2K	Hold	344	–	–	﹤0.01%	2167
2023 Q1	$17.2K	Buy	+344	New	+$14.3K	﹤0.01%	2078

Other funds holding PTRB

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IFP Advisors's PTRB Position: Q1 2026 in Review

IFP Advisors increased its PGIM Total Return Bond ETF (PTRB) stake by 13% in Q1 2026, buying an estimated $1.89K and bringing the position to 388 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2894.

IFP Advisors first reported a position in PTRB in Q1 2023 and has held it in 11 quarters since. The position peaked at $17.2K in Q1 2023. 90 funds tracked by Wall St. Rank hold PTRB as of Q1 2026.

IFP Advisors held 388 shares of PGIM Total Return Bond ETF worth $16.1K as of Q1 2026.
IFP Advisors bought 45 PGIM Total Return Bond ETF shares in Q1 2026, an estimated $1.89K.
PGIM Total Return Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2894 holding.
IFP Advisors first reported a position in PGIM Total Return Bond ETF in Q1 2023 and has held it in 11 quarters since.
IFP Advisors's PGIM Total Return Bond ETF position peaked at $17.2K in Q1 2023.
90 funds tracked by Wall St. Rank held PGIM Total Return Bond ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.