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
Q2 		$7.06M Buy
138,075
+67,133
+95% +$3.43M ﹤0.01% 1041
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 $424B AUM 22.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies's PSDM Position: Q2 2026 in Review

Jones Financial Companies increased its PGIM Short Duration Multi-Sector Bond ETF (PSDM) stake by 95% in Q2 2026, buying an estimated $3.43M and bringing the position to 138,075 shares worth $7.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Jones Financial Companies first reported a position in PSDM in Q3 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold PSDM as of Q2 2026.

  • Jones Financial Companies held 138,075 shares of PGIM Short Duration Multi-Sector Bond ETF worth $7.06M as of Q2 2026.
  • Jones Financial Companies bought 67,133 PGIM Short Duration Multi-Sector Bond ETF shares in Q2 2026, an estimated $3.43M.
  • PGIM Short Duration Multi-Sector Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1041 holding.
  • Jones Financial Companies first reported a position in PGIM Short Duration Multi-Sector Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.