Mosaic Family Wealth Partners LLC Boosts Stake in PGIM Total Return Bond ETF $PTRB

Mosaic Family Wealth Partners LLC increased its stake in PGIM Total Return Bond ETF (NYSEARCA:PTRB) by 35.3% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 105,337 shares of the company’s stock after purchasing an additional 27,506 shares during the quarter. Mosaic Family Wealth Partners LLC’s holdings in PGIM Total Return Bond ETF were worth $4,373,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of PTRB. MML Investors Services LLC purchased a new stake in PGIM Total Return Bond ETF in the fourth quarter worth about $233,000. GWN Securities Inc. bought a new position in shares of PGIM Total Return Bond ETF in the fourth quarter worth about $250,000. Cora Capital Advisors LLC lifted its position in shares of PGIM Total Return Bond ETF by 5.5% during the 1st quarter. Cora Capital Advisors LLC now owns 6,672 shares of the company’s stock valued at $277,000 after buying an additional 345 shares in the last quarter. Kestra Private Wealth Services LLC purchased a new position in shares of PGIM Total Return Bond ETF during the 4th quarter valued at about $299,000. Finally, Summit Wealth Group LLC Co. purchased a new position in shares of PGIM Total Return Bond ETF during the 4th quarter valued at about $315,000.

PGIM Total Return Bond ETF Trading Up 0.2%

Shares of NYSEARCA:PTRB opened at $41.26 on Friday. The stock has a 50 day moving average of $41.46 and a 200 day moving average of $41.83. PGIM Total Return Bond ETF has a 12-month low of $40.72 and a 12-month high of $42.78.

PGIM Total Return Bond ETF Company Profile

The PGIM Total Return Bond ETF (PTRB) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund seeks total return from an actively managed, core portfolio of global investment-grade and high-yield fixed income securities with a maturity of greater than one year. PTRB was launched on Dec 8, 2021 and is managed by PGIM.