Mather Group’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Mather Group’s Portfolio PTBD Stock Details PTBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$45.3K	Sell	2,465 -807	-25%	-$15.3K	﹤0.01%	1190
2026 Q2	$62.7K	Sell	3,272 -119,641	-97%	-$2.3M	﹤0.01%	1050
2026 Q1	$2.33M	Buy	+122,913	New	+$2.37M	0.02%	211

Other funds holding PTBD

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Mather Group's PTBD Position: Q3 2026 in Review

Mather Group reduced its Pacer Trendpilot US Bond ETF (PTBD) stake by 25% in Q3 2026, selling an estimated $15.3K and leaving 2,465 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Mather Group first reported a position in PTBD in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.33M in Q1 2026. 8 funds tracked by Wall St. Rank hold PTBD as of Q3 2026.

Mather Group held 2,465 shares of Pacer Trendpilot US Bond ETF worth $45.3K as of Q3 2026.
Mather Group sold 807 Pacer Trendpilot US Bond ETF shares in Q3 2026, an estimated $15.3K.
Pacer Trendpilot US Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1190 holding.
Mather Group first reported a position in Pacer Trendpilot US Bond ETF in Q1 2026 and has held it in 3 quarters since.
Mather Group's Pacer Trendpilot US Bond ETF position peaked at $2.33M in Q1 2026.
8 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.