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Birchcreek Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Birchcreek Wealth Management’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
2024
Q2 		– Sell
-4,619
Closed -$230K – 171
2024
Q1 		$230K Buy
4,619
+60
+1% +$2.97K 0.12% 140
2023
Q4 		$225K Sell
4,559
-238
-5% -$11.8K 0.13% 125
2023
Q3 		$237K Buy
4,797
+643
+15% +$31.7K 0.16% 117
2023
Q2 		$205K Sell
4,154
-94
-2% -$4.63K 0.14% 128
2023
Q1 		$209K Buy
+4,248
New +$209K 0.17% 122

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Birchcreek Wealth Management's PULS Position: Q2 2024 in Review

Birchcreek Wealth Management sold out of PGIM Ultra Short Bond ETF (PULS) in Q2 2024, closing a stake of 4,619 shares — an estimated $230K sold.

Birchcreek Wealth Management first reported a position in PULS in Q1 2023 and held it in 5 quarters. The position peaked at $237K in Q3 2023. 290 funds tracked by Wall St. Rank hold PULS as of Q2 2024.

  • Birchcreek Wealth Management reported no remaining PGIM Ultra Short Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Birchcreek Wealth Management sold 4,619 PGIM Ultra Short Bond ETF shares in Q2 2024, an estimated $230K.
  • Birchcreek Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q1 2023 and held it in 5 quarters.
  • Birchcreek Wealth Management's PGIM Ultra Short Bond ETF position peaked at $237K in Q3 2023.
  • 290 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2024.

Based on Birchcreek Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.