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 Q2	$16.9K	Buy	408 +20	+5%	+$832	﹤0.01%	3077
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 $91.8B AUM 38.24% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 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

IFP Advisors's PTRB Position: Q2 2026 in Review

IFP Advisors increased its PGIM Total Return Bond ETF (PTRB) stake by 5.2% in Q2 2026, buying an estimated $832 and bringing the position to 408 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3077.

IFP Advisors first reported a position in PTRB in Q1 2023 and has held it in 12 quarters since. The position peaked at $17.2K in Q1 2023. 91 funds tracked by Wall St. Rank hold PTRB as of Q2 2026.

IFP Advisors held 408 shares of PGIM Total Return Bond ETF worth $16.9K as of Q2 2026.
IFP Advisors bought 20 PGIM Total Return Bond ETF shares in Q2 2026, an estimated $832.
PGIM Total Return Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3077 holding.
IFP Advisors first reported a position in PGIM Total Return Bond ETF in Q1 2023 and has held it in 12 quarters since.
IFP Advisors's PGIM Total Return Bond ETF position peaked at $17.2K in Q1 2023.
91 funds tracked by Wall St. Rank held PGIM Total Return Bond ETF as of Q2 2026.

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