PSDM PGIM SD MULTI BOND ETF

Ownership history in Team Financial Group, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Team Financial Group, LLC reported a position in PGIM SD MULTI BOND ETF (PSDM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.48% (2025 Q1)
Avg. % of fund
3.62%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 190,379 +16,459 +9.5% 4.45% $9.8M $51.11
2025 Q3 ADDED 173,920 +3,113 +1.8% 4.16% $9.0M $50.47
2025 Q2 ADDED 170,807 +18,972 +12.5% 4.31% $8.8M $49.69
2025 Q1 ADDED 151,835 +13,327 +9.6% 4.48% $7.8M $48.87
2024 Q4 ADDED 138,508 +14,582 +11.8% 4.03% $7.0M $48.14
2024 Q3 ADDED 123,926 +8,539 +7.4% 3.79% $6.4M $48.06
2024 Q2 ADDED 115,387 +11,973 +11.6% 3.75% $5.8M $46.52
2024 Q1 ADDED 103,414 +101,302 +4796.5% 3.53% $5.2M $46.06
2023 Q4 INITIATED 2,112 0.08% $107K
% of Fund (quarterly)    PSDM price (monthly, adj. close)
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