Beckerman Institutional’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Beckerman Institutional’s Portfolio PULS Stock Details PULS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.7M	Sell	34,314 -300	-0.9%	-$14.9K	0.9%	31
2025 Q4	$1.72M	Sell	34,614 -242	-0.7%	-$12K	0.96%	29
2025 Q3	$1.74M	Buy	34,856 +2,471	+8%	+$123K	1.02%	29
2025 Q2	$1.61M	Sell	32,385 -1,750	-5%	-$86.8K	1.07%	28
2025 Q1	$1.7M	Sell	34,135 -250	-0.7%	-$12.4K	1.23%	20
2024 Q4	$1.7M	Buy	34,385 +11,318	+49%	+$562K	1.36%	19
2024 Q3	$1.15M	Buy	+23,067	New	+$1.15M	0.97%	32

Other funds holding PULS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beckerman Institutional's PULS Position: Q1 2026 in Review

Beckerman Institutional reduced its PGIM Ultra Short Bond ETF (PULS) stake by 0.87% in Q1 2026, selling an estimated $14.9K and leaving 34,314 shares worth $1.7M. The position accounts for 0.9% of the portfolio, ranked #31.

Beckerman Institutional first reported a position in PULS in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.74M in Q3 2025. 443 funds tracked by Wall St. Rank hold PULS as of Q1 2026.

Beckerman Institutional held 34,314 shares of PGIM Ultra Short Bond ETF worth $1.7M as of Q1 2026.
Beckerman Institutional sold 300 PGIM Ultra Short Bond ETF shares in Q1 2026, an estimated $14.9K.
PGIM Ultra Short Bond ETF made up 0.9% of Beckerman Institutional's portfolio in Q1 2026, its #31 holding.
Beckerman Institutional first reported a position in PGIM Ultra Short Bond ETF in Q3 2024 and has held it in 7 quarters since.
Beckerman Institutional's PGIM Ultra Short Bond ETF position peaked at $1.74M in Q3 2025.
443 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.