Blue Trust Inc’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Blue Trust Inc’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 Q3	$5.56M	Buy	112,376 +1,157	+1%	+$57.4K	0.06%	103
2026 Q2	$5.51M	Buy	111,219 +109,598	+6,761%	+$5.44M	0.06%	98
2026 Q1	$80.2K	Buy	1,621 +620	+62%	+$30.8K	﹤0.01%	1122
2025 Q4	$49.6K	Buy	1,001 +1,000	+100,000%	+$49.7K	﹤0.01%	1368
2025 Q3	$42	Buy	+1	New	+$50	﹤0.01%	2552
2025 Q1	–	Sell	-930	Closed	-$46.1K	–	2540
2024 Q4	$46.1K	Buy	+930	New	+$46.2K	﹤0.01%	1380
2024 Q1	–	Sell	-40	Closed	-$2K	–	2602
2023 Q4	$2K	Buy	+40	New	+$1.98K	﹤0.01%	2197

Other funds holding PULS

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Blue Trust Inc's PULS Position: Q3 2026 in Review

Blue Trust Inc increased its PGIM Ultra Short Bond ETF (PULS) stake by 1% in Q3 2026, buying an estimated $57.4K and bringing the position to 112,376 shares worth $5.56M. The position accounts for 0.06% of the portfolio, ranked #103.

Blue Trust Inc first reported a position in PULS in Q4 2023 and has held it in 7 quarters since. 155 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

Blue Trust Inc held 112,376 shares of PGIM Ultra Short Bond ETF worth $5.56M as of Q3 2026.
Blue Trust Inc bought 1,157 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $57.4K.
PGIM Ultra Short Bond ETF made up 0.06% of Blue Trust Inc's portfolio in Q3 2026, its #103 holding.
Blue Trust Inc first reported a position in PGIM Ultra Short Bond ETF in Q4 2023 and has held it in 7 quarters since.
155 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.