STEEL GROVE CAPITAL ADVISORS, LLC PSDM — PGIM SHORT DURATION MULTI-SECTOR BOND ETF

Ownership history in STEEL GROVE CAPITAL ADVISORS, LLC  ·  6 quarters on record

AI Ownership Summary

STEEL GROVE CAPITAL ADVISORS, LLC reported PGIM SHORT DURATION MULTI-SECTOR BOND ETF (PSDM) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.37% in 2025 Q4. The latest visible filing shows PSDM at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PSDM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEEL GROVE CAPITAL ADVISORS, LLC's position in PGIM SHORT DURATION MULTI-SECTOR BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PSDM was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PSDM stock page STEEL GROVE CAPITAL ADVISORS, LLC fund profile STEEL GROVE CAPITAL ADVISORS, LLC full holdings
How STEEL GROVE CAPITAL ADVISORS, LLC held PSDM — position size vs. price
% of Fund (quarterly)    PSDM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 59,951 -2,075 -3.3% 0.28% $3.1M 2026-07-28 $50.90
2026 Q1 REDUCED 9.9% +1.0% ❌ 62,026 -6,783 -9.9% 0.33% $3.2M 2026-05-07 $50.77
2025 Q4 ADDED — — — 68,809 +29,778 +76.3% 0.37% $3.5M 2026-02-09 $50.65
2025 Q3 UNCHANGED — — — 39,031 — 0% 0.24% $2.0M 2025-11-14 $49.93
2025 Q2 ADDED — — — 39,031 +23,468 +150.8% 0.24% $2.0M 2025-07-30 $48.94
2025 Q1 INITIATED — — — 15,563 — — 0.12% $796K 2025-04-21 $48.06

🏢 Other funds also holding PSDM

As of 2026 Q2 — sorted by position size

Team Financial Group, LLC 4.72% PRAIRIE ADVISORY, LLC 0.2% IFP Advisors, Inc 3Y 7Y 0.03% Register Financial Advisors LLC 3Y 0.03% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0%

FAQ About STEEL GROVE CAPITAL ADVISORS, LLC and PSDM

These are the practical questions this page is built to answer before you even open the full history table.

How long has STEEL GROVE CAPITAL ADVISORS, LLC reported owning PSDM?

STEEL GROVE CAPITAL ADVISORS, LLC reported PSDM across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported PSDM position in STEEL GROVE CAPITAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for PSDM was 0.37% in 2025 Q4.

What is the latest reported PSDM position on this page?

The most recent filing on this page is 2026 Q2, when STEEL GROVE CAPITAL ADVISORS, LLC reported 59,951 shares, equal to 0.28% of portfolio, with an estimated market value of $3.1M.

What does the chart on this PSDM ownership page compare?

The chart compares STEEL GROVE CAPITAL ADVISORS, LLC's quarterly PSDM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did STEEL GROVE CAPITAL ADVISORS, LLC time their PSDM position?

Based on 13F filing dates vs. subsequent PSDM price moves, STEEL GROVE CAPITAL ADVISORS, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on PSDM relative to SPY over the holding period was -22.5%.

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