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 Q3	$9.6M	Buy	194,823 +14,137	+8%	+$701K	0.96%	28
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 $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

BlueStem Wealth Partners's PULS Position: Q3 2026 in Review

BlueStem Wealth Partners increased its PGIM Ultra Short Bond ETF (PULS) stake by 7.8% in Q3 2026, buying an estimated $701K and bringing the position to 194,823 shares worth $9.6M. The position accounts for 0.96% of the portfolio, ranked #28.

BlueStem Wealth Partners first reported a position in PULS in Q4 2024 and has held it in 8 quarters since. 426 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

BlueStem Wealth Partners held 194,823 shares of PGIM Ultra Short Bond ETF worth $9.6M as of Q3 2026.
BlueStem Wealth Partners bought 14,137 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $701K.
PGIM Ultra Short Bond ETF made up 0.96% of BlueStem Wealth Partners's portfolio in Q3 2026, its #28 holding.
BlueStem Wealth Partners first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 8 quarters since.
426 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on BlueStem Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.