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Team Financial Group’s PGIM Short Duration Multi-Sector Bond ETF PSDM Stock Holding History

Team Financial Group’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 		$11.1M Buy
218,467
+17,872
+9% +$914K 4.72% 7
2026
Q1 		$10.2M Buy
200,595
+10,216
+5% +$526K 4.64% 7
2025
Q4 		$9.8M Buy
190,379
+16,459
+9% +$848K 4.45% 7
2025
Q3 		$8.97M Buy
173,920
+3,113
+2% +$160K 4.16% 8
2025
Q2 		$8.78M Buy
170,807
+18,972
+12% +$966K 4.31% 8
2025
Q1 		$7.77M Buy
151,835
+13,327
+10% +$679K 4.48% 8
2024
Q4 		$7.03M Buy
138,508
+14,582
+12% +$743K 4.03% 8
2024
Q3 		$6.38M Buy
123,926
+8,539
+7% +$436K 3.79% 9
2024
Q2 		$5.83M Buy
115,387
+11,973
+12% +$603K 3.75% 9
2024
Q1 		$5.24M Buy
103,414
+101,302
+4,796% +$5.13M 3.53% 10
2023
Q4 		$107K Buy
+2,112
New +$106K 0.08% 44

Other funds holding PSDM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PAL
PRAIRIE ADVISORY, LLC Leawood, Kansas $426M AUM
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Team Financial Group's PSDM Position: Q2 2026 in Review

Team Financial Group increased its PGIM Short Duration Multi-Sector Bond ETF (PSDM) stake by 8.9% in Q2 2026, buying an estimated $914K and bringing the position to 218,467 shares worth $11.1M. The position accounts for 4.72% of the portfolio, ranked #7.

Team Financial Group first reported a position in PSDM in Q4 2023 and has held it in 11 quarters since. 4 funds tracked by Wall St. Rank hold PSDM as of Q2 2026.

  • Team Financial Group held 218,467 shares of PGIM Short Duration Multi-Sector Bond ETF worth $11.1M as of Q2 2026.
  • Team Financial Group bought 17,872 PGIM Short Duration Multi-Sector Bond ETF shares in Q2 2026, an estimated $914K.
  • PGIM Short Duration Multi-Sector Bond ETF made up 4.72% of Team Financial Group's portfolio in Q2 2026, its #7 holding.
  • Team Financial Group first reported a position in PGIM Short Duration Multi-Sector Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 4 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.