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 Q3	$8.28K	Sell	210 -198	-49%	-$8.08K	﹤0.01%	3518
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	$9.8K	Buy	+238	New	+$9.8K	﹤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	+$14.4K	﹤0.01%	2078

Other funds holding PTRB

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

IFP Advisors's PTRB Position: Q3 2026 in Review

IFP Advisors reduced its PGIM Total Return Bond ETF (PTRB) stake by 49% in Q3 2026, selling an estimated $8.08K and leaving 210 shares worth $8.28K. The position accounts for ﹤0.01% of the portfolio, ranked #3518.

IFP Advisors first reported a position in PTRB in Q1 2023 and has held it in 13 quarters since. The position peaked at $17.2K in Q1 2023. 23 funds tracked by Wall St. Rank hold PTRB as of Q3 2026.

IFP Advisors held 210 shares of PGIM Total Return Bond ETF worth $8.28K as of Q3 2026.
IFP Advisors sold 198 PGIM Total Return Bond ETF shares in Q3 2026, an estimated $8.08K.
PGIM Total Return Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3518 holding.
IFP Advisors first reported a position in PGIM Total Return Bond ETF in Q1 2023 and has held it in 13 quarters since.
IFP Advisors's PGIM Total Return Bond ETF position peaked at $17.2K in Q1 2023.
23 funds tracked by Wall St. Rank held PGIM Total Return Bond ETF as of Q3 2026.

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