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 Q2	$8.95M	Buy	180,686 +33,467	+23%	+$1.66M	0.89%	27
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlueStem Wealth Partners's PULS Position: Q2 2026 in Review

BlueStem Wealth Partners increased its PGIM Ultra Short Bond ETF (PULS) stake by 23% in Q2 2026, buying an estimated $1.66M and bringing the position to 180,686 shares worth $8.95M. The position accounts for 0.89% of the portfolio, ranked #27.

BlueStem Wealth Partners first reported a position in PULS in Q4 2024 and has held it in 7 quarters since. 470 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

BlueStem Wealth Partners held 180,686 shares of PGIM Ultra Short Bond ETF worth $8.95M as of Q2 2026.
BlueStem Wealth Partners bought 33,467 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $1.66M.
PGIM Ultra Short Bond ETF made up 0.89% of BlueStem Wealth Partners's portfolio in Q2 2026, its #27 holding.
BlueStem Wealth Partners first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 7 quarters since.
470 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.