Sagespring Wealth Partners’s PGIM Short Duration Multi-Sector Bond ETF PSDM Stock Holding History

Sagespring Wealth Partners’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 Q3	$2.07M	Buy	41,312 +1,541	+4%	+$78.2K	0.03%	219
2026 Q2	$2.02M	Buy	39,771 +916	+2%	+$46.8K	0.03%	215
2026 Q1	$1.98M	Buy	+38,855	New	+$2M	0.04%	201

Other funds holding PSDM

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

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

Prairie Advisory Leawood, Kansas $863M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sagespring Wealth Partners's PSDM Position: Q3 2026 in Review

Sagespring Wealth Partners increased its PGIM Short Duration Multi-Sector Bond ETF (PSDM) stake by 3.9% in Q3 2026, buying an estimated $78.2K and bringing the position to 41,312 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #219.

Sagespring Wealth Partners first reported a position in PSDM in Q1 2026 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold PSDM as of Q3 2026.

Sagespring Wealth Partners held 41,312 shares of PGIM Short Duration Multi-Sector Bond ETF worth $2.07M as of Q3 2026.
Sagespring Wealth Partners bought 1,541 PGIM Short Duration Multi-Sector Bond ETF shares in Q3 2026, an estimated $78.2K.
PGIM Short Duration Multi-Sector Bond ETF made up 0.03% of Sagespring Wealth Partners's portfolio in Q3 2026, its #219 holding.
Sagespring Wealth Partners first reported a position in PGIM Short Duration Multi-Sector Bond ETF in Q1 2026 and has held it in 3 quarters since.
6 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.