Ignite Planners’s PGIM Total Return Bond ETF PTRB Stock Holding History

Ignite Planners’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	$2.4M	Buy	+60,792	New	+$2.48M	0.31%	74

Other funds holding PTRB

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

HWA

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

RBWA

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

RMP

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

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Ignite Planners's PTRB Position: Q3 2026 in Review

Ignite Planners opened a new position in PGIM Total Return Bond ETF (PTRB) in Q3 2026: 60,792 shares worth $2.4M. The stake represents 0.31% of the portfolio and ranks #74 among its holdings.

17 funds tracked by Wall St. Rank hold PTRB as of Q3 2026.

Ignite Planners held 60,792 shares of PGIM Total Return Bond ETF worth $2.4M as of Q3 2026.
PGIM Total Return Bond ETF was a new Ignite Planners position in Q3 2026.
PGIM Total Return Bond ETF made up 0.31% of Ignite Planners's portfolio in Q3 2026, its #74 holding.
17 funds tracked by Wall St. Rank held PGIM Total Return Bond ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.