Kingsview Wealth Management’s PGIM Total Return Bond ETF PTRB Stock Holding History

Kingsview Wealth Management’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	$4.12M	Buy	99,284 +6,267	+7%	+$261K	0.05%	358
2026 Q1	$3.86M	Buy	93,017 +73,269	+371%	+$3.08M	0.05%	355
2025 Q4	$830K	Buy	+19,748	New	+$835K	0.01%	684
2025 Q1	–	Sell	-5,182	Closed	-$212K	–	1166
2024 Q4	$212K	Sell	5,182 -2,093	-29%	-$87.3K	﹤0.01%	1037
2024 Q3	$312K	Buy	7,275 +1,866	+34%	+$78.8K	0.01%	875
2024 Q2	$223K	Buy	+5,409	New	+$222K	0.01%	946

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

Kingsview Wealth Management's PTRB Position: Q2 2026 in Review

Kingsview Wealth Management increased its PGIM Total Return Bond ETF (PTRB) stake by 6.7% in Q2 2026, buying an estimated $261K and bringing the position to 99,284 shares worth $4.12M. The position accounts for 0.05% of the portfolio, ranked #358.

Kingsview Wealth Management first reported a position in PTRB in Q2 2024 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold PTRB as of Q2 2026.

Kingsview Wealth Management held 99,284 shares of PGIM Total Return Bond ETF worth $4.12M as of Q2 2026.
Kingsview Wealth Management bought 6,267 PGIM Total Return Bond ETF shares in Q2 2026, an estimated $261K.
PGIM Total Return Bond ETF made up 0.05% of Kingsview Wealth Management's portfolio in Q2 2026, its #358 holding.
Kingsview Wealth Management first reported a position in PGIM Total Return Bond ETF in Q2 2024 and has held it in 6 quarters since.
91 funds tracked by Wall St. Rank held PGIM Total Return Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.