Jones Financial Companies
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Jones Financial Companies’s PGIM Short Duration Multi-Sector Bond ETF PSDM Stock Holding History

Jones Financial Companies’s Portfolio PSDM Stock Details PSDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.62M Buy
70,942
+39,793
+128% +$2.05M ﹤0.01% 1203
2025
Q4 		$1.6M Buy
31,149
+20,569
+194% +$1.06M ﹤0.01% 1051
2025
Q3 		$545K Buy
+10,580
New +$543K ﹤0.01% 1361

Other funds holding PSDM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Jones Financial Companies's PSDM Position: Q1 2026 in Review

Jones Financial Companies increased its PGIM Short Duration Multi-Sector Bond ETF (PSDM) stake by 128% in Q1 2026, buying an estimated $2.05M and bringing the position to 70,942 shares worth $3.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Jones Financial Companies first reported a position in PSDM in Q3 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold PSDM as of Q1 2026.

  • Jones Financial Companies held 70,942 shares of PGIM Short Duration Multi-Sector Bond ETF worth $3.62M as of Q1 2026.
  • Jones Financial Companies bought 39,793 PGIM Short Duration Multi-Sector Bond ETF shares in Q1 2026, an estimated $2.05M.
  • PGIM Short Duration Multi-Sector Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1203 holding.
  • Jones Financial Companies first reported a position in PGIM Short Duration Multi-Sector Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.