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TrueWealth Advisors’s PGIM Short Duration Multi-Sector Bond ETF PSDM Stock Holding History

TrueWealth 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
Q3 		$9.6M Buy
+192,862
New +$9.8M 2.17% 12

Other funds holding PSDM

Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TrueWealth Advisors's PSDM Position: Q3 2026 in Review

TrueWealth Advisors opened a new position in PGIM Short Duration Multi-Sector Bond ETF (PSDM) in Q3 2026: 192,862 shares worth $9.6M. The stake represents 2.17% of the portfolio and ranks #12 among its holdings.

4 funds tracked by Wall St. Rank hold PSDM as of Q3 2026.

  • TrueWealth Advisors held 192,862 shares of PGIM Short Duration Multi-Sector Bond ETF worth $9.6M as of Q3 2026.
  • PGIM Short Duration Multi-Sector Bond ETF was a new TrueWealth Advisors position in Q3 2026.
  • PGIM Short Duration Multi-Sector Bond ETF made up 2.17% of TrueWealth Advisors's portfolio in Q3 2026, its #12 holding.
  • 4 funds tracked by Wall St. Rank held PGIM Short Duration Multi-Sector Bond ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.