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

SHP 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 Q1	$26.7K	Buy	+644	New	+$27.1K	﹤0.01%	647

Other funds holding PTRB

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SHP Wealth Management's PTRB Position: Q1 2026 in Review

SHP Wealth Management opened a new position in PGIM Total Return Bond ETF (PTRB) in Q1 2026: 644 shares worth $26.7K. The stake represents ﹤0.01% of the portfolio and ranks #647 among its holdings.

90 funds tracked by Wall St. Rank hold PTRB as of Q1 2026.

SHP Wealth Management held 644 shares of PGIM Total Return Bond ETF worth $26.7K as of Q1 2026.
PGIM Total Return Bond ETF was a new SHP Wealth Management position in Q1 2026.
PGIM Total Return Bond ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #647 holding.
90 funds tracked by Wall St. Rank held PGIM Total Return Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.