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Principal Securities’s PGIM Short Duration Multi-Sector Bond ETF PSDM Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-135
Closed -$6.96K – 2959
2025
Q3 		$6.96K Hold
135
– – ﹤0.01% 2853
2025
Q2 		$6.94K Buy
+135
New +$6.88K ﹤0.01% 2769

Other funds holding PSDM

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Principal Securities's PSDM Position: Q4 2025 in Review

Principal Securities sold out of PGIM Short Duration Multi-Sector Bond ETF (PSDM) in Q4 2025, closing a stake of 135 shares — an estimated $6.96K sold.

Principal Securities first reported a position in PSDM in Q2 2025 and held it in 2 quarters. The position peaked at $6.96K in Q3 2025. 21 funds tracked by Wall St. Rank hold PSDM as of Q4 2025.

  • Principal Securities reported no remaining PGIM Short Duration Multi-Sector Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 135 PGIM Short Duration Multi-Sector Bond ETF shares in Q4 2025, an estimated $6.96K.
  • Principal Securities first reported a position in PGIM Short Duration Multi-Sector Bond ETF in Q2 2025 and held it in 2 quarters.
  • Principal Securities's PGIM Short Duration Multi-Sector Bond ETF position peaked at $6.96K in Q3 2025.
  • 21 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.