Steel Grove Capital Advisors’s PGIM Short Duration Multi-Sector Bond ETF PSDM Stock Holding History

Steel Grove Capital Advisors’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 Q2	$3.05M	Sell	59,951 -2,075	-3%	-$106K	0.28%	33
2026 Q1	$3.16M	Sell	62,026 -6,783	-10%	-$349K	0.33%	33
2025 Q4	$3.54M	Buy	68,809 +29,778	+76%	+$1.53M	0.37%	31
2025 Q3	$2.01M	Hold	39,031	–	–	0.24%	50
2025 Q2	$2.01M	Buy	39,031 +23,468	+151%	+$1.2M	0.24%	50
2025 Q1	$796K	Buy	+15,563	New	+$793K	0.12%	93

Other funds holding PSDM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Steel Grove Capital Advisors's PSDM Position: Q2 2026 in Review

Steel Grove Capital Advisors reduced its PGIM Short Duration Multi-Sector Bond ETF (PSDM) stake by 3.3% in Q2 2026, selling an estimated $106K and leaving 59,951 shares worth $3.05M. The position accounts for 0.28% of the portfolio, ranked #33.

Steel Grove Capital Advisors first reported a position in PSDM in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.54M in Q4 2025. 35 funds tracked by Wall St. Rank hold PSDM as of Q2 2026.

Steel Grove Capital Advisors held 59,951 shares of PGIM Short Duration Multi-Sector Bond ETF worth $3.05M as of Q2 2026.
Steel Grove Capital Advisors sold 2,075 PGIM Short Duration Multi-Sector Bond ETF shares in Q2 2026, an estimated $106K.
PGIM Short Duration Multi-Sector Bond ETF made up 0.28% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #33 holding.
Steel Grove Capital Advisors first reported a position in PGIM Short Duration Multi-Sector Bond ETF in Q1 2025 and has held it in 6 quarters since.
Steel Grove Capital Advisors's PGIM Short Duration Multi-Sector Bond ETF position peaked at $3.54M in Q4 2025.
35 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.