BWP
PULS icon

BlueStem Wealth Partners’s PGIM Ultra Short Bond ETF PULS Stock Holding History

BlueStem Wealth Partners’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 		$7.29M Buy
147,219
+14,078
+11% +$699K 0.81% 29
2025
Q4 		$6.6M Buy
133,141
+27,363
+26% +$1.36M 0.73% 30
2025
Q3 		$5.27M Buy
105,778
+17,289
+20% +$859K 0.6% 26
2025
Q2 		$4.4M Buy
88,489
+13,394
+18% +$664K 0.54% 28
2025
Q1 		$3.73M Buy
75,095
+13,735
+22% +$682K 0.51% 28
2024
Q4 		$3.04M Buy
+61,360
New +$3.05M 0.4% 27

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlueStem Wealth Partners's PULS Position: Q1 2026 in Review

BlueStem Wealth Partners increased its PGIM Ultra Short Bond ETF (PULS) stake by 11% in Q1 2026, buying an estimated $699K and bringing the position to 147,219 shares worth $7.29M. The position accounts for 0.81% of the portfolio, ranked #29.

BlueStem Wealth Partners first reported a position in PULS in Q4 2024 and has held it in 6 quarters since. 443 funds tracked by Wall St. Rank hold PULS as of Q1 2026.

  • BlueStem Wealth Partners held 147,219 shares of PGIM Ultra Short Bond ETF worth $7.29M as of Q1 2026.
  • BlueStem Wealth Partners bought 14,078 PGIM Ultra Short Bond ETF shares in Q1 2026, an estimated $699K.
  • PGIM Ultra Short Bond ETF made up 0.81% of BlueStem Wealth Partners's portfolio in Q1 2026, its #29 holding.
  • BlueStem Wealth Partners first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 443 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.