Truist Financial
PTBD icon

Truist Financial’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Truist Financial’s Portfolio PTBD Stock Details PTBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$231K Buy
12,059
+107
+0.9% +$2.05K ﹤0.01% 2685
2026
Q1 		$227K Sell
11,952
-695
-5% -$13.4K ﹤0.01% 2580
2025
Q4 		$245K Buy
12,647
+603
+5% +$11.8K ﹤0.01% 2469
2025
Q3 		$239K Buy
12,044
+433
+4% +$8.57K ﹤0.01% 2446
2025
Q2 		$229K Buy
11,611
+142
+1% +$2.79K ﹤0.01% 2351
2025
Q1 		$230K Sell
11,469
-2
-0% -$40 ﹤0.01% 2292
2024
Q4 		$229K Sell
11,471
-330
-3% -$6.69K ﹤0.01% 2313
2024
Q3 		$243K Buy
11,801
+274
+2% +$5.62K ﹤0.01% 2248
2024
Q2 		$232K Sell
11,527
-461
-4% -$9.31K ﹤0.01% 2422
2024
Q1 		$244K Buy
11,988
+549
+5% +$11.2K ﹤0.01% 2393
2023
Q4 		$234K Sell
11,439
-137
-1% -$2.71K ﹤0.01% 2437
2023
Q3 		$226K Buy
11,576
+155
+1% +$3.08K ﹤0.01% 2397
2023
Q2 		$228K Buy
+11,421
New +$229K ﹤0.01% 2386
2023
Q1 		– Sell
-13,125
Closed -$264K – 2655
2022
Q4 		$264K Buy
13,125
+87
+0.7% +$1.76K ﹤0.01% 2288
2022
Q3 		$256K Sell
13,038
-250,665
-95% -$5.29M ﹤0.01% 2174
2022
Q2 		$5.67M Sell
263,703
-382,843
-59% -$8.72M 0.01% 758
2022
Q1 		$15.7M Buy
646,546
+218,662
+51% +$5.61M 0.02% 493
2021
Q4 		$11.5M Buy
427,884
+212,596
+99% +$5.73M 0.02% 594
2021
Q3 		$5.84M Buy
215,288
+72,934
+51% +$2.02M 0.01% 817
2021
Q2 		$3.94M Buy
142,354
+128,828
+952% +$3.54M 0.01% 980
2021
Q1 		$369K Buy
13,526
+4,646
+52% +$127K ﹤0.01% 2158
2020
Q4 		$244K Buy
+8,880
New +$240K ﹤0.01% 2285

Other funds holding PTBD

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FWP
Forefront Wealth Partners Austin, Texas $323M AUM 27.85% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial's PTBD Position: Q2 2026 in Review

Truist Financial increased its Pacer Trendpilot US Bond ETF (PTBD) stake by 0.9% in Q2 2026, buying an estimated $2.05K and bringing the position to 12,059 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #2685.

Truist Financial first reported a position in PTBD in Q4 2020 and has held it in 22 quarters since. The position peaked at $15.7M in Q1 2022. 48 funds tracked by Wall St. Rank hold PTBD as of Q2 2026.

  • Truist Financial held 12,059 shares of Pacer Trendpilot US Bond ETF worth $231K as of Q2 2026.
  • Truist Financial bought 107 Pacer Trendpilot US Bond ETF shares in Q2 2026, an estimated $2.05K.
  • Pacer Trendpilot US Bond ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2685 holding.
  • Truist Financial first reported a position in Pacer Trendpilot US Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Truist Financial's Pacer Trendpilot US Bond ETF position peaked at $15.7M in Q1 2022.
  • 48 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.