BOS Asset Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

BOS Asset 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
2026 Q2	$18.5M	Buy	372,401 +149,089	+67%	+$7.4M	4.28%	2
2026 Q1	$11.1M	Buy	223,312 +91,232	+69%	+$4.53M	2.82%	6
2025 Q4	$6.55M	Buy	132,080 +48,958	+59%	+$2.43M	1.75%	14
2025 Q3	$4.14M	Buy	83,122 +37,253	+81%	+$1.85M	1.17%	22
2025 Q2	$2.28M	Sell	45,869 -5,953	-11%	-$295K	0.73%	33
2025 Q1	$2.58M	Buy	51,822 +5,306	+11%	+$263K	0.88%	27
2024 Q4	$2.3M	Buy	46,516 +6,462	+16%	+$321K	0.83%	28
2024 Q3	$1.99M	Buy	40,054 +17,457	+77%	+$867K	0.73%	27
2024 Q2	$1.12M	Sell	22,597 -40	-0.2%	-$1.98K	0.52%	42
2024 Q1	$1.13M	Sell	22,637 -11,295	-33%	-$560K	0.59%	38
2023 Q4	$1.68M	Sell	33,932 -875	-3%	-$43.2K	1.15%	20
2023 Q3	$1.72M	Sell	34,807 -725	-2%	-$35.8K	1.26%	18
2023 Q2	$1.76M	Sell	35,532 -3,051	-8%	-$150K	1.36%	18
2023 Q1	$1.9M	Sell	38,583 -25,968	-40%	-$1.28M	1.58%	16
2022 Q4	$3.17M	Buy	+64,551	New	+$3.17M	2.83%	8

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

BOS Asset Management's PULS Position: Q2 2026 in Review

BOS Asset Management increased its PGIM Ultra Short Bond ETF (PULS) stake by 67% in Q2 2026, buying an estimated $7.4M and bringing the position to 372,401 shares worth $18.5M. The position accounts for 4.28% of the portfolio, ranked #2.

BOS Asset Management first reported a position in PULS in Q4 2022 and has held it in 15 quarters since. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

BOS Asset Management held 372,401 shares of PGIM Ultra Short Bond ETF worth $18.5M as of Q2 2026.
BOS Asset Management bought 149,089 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $7.4M.
PGIM Ultra Short Bond ETF made up 4.28% of BOS Asset Management's portfolio in Q2 2026, its #2 holding.
BOS Asset Management first reported a position in PGIM Ultra Short Bond ETF in Q4 2022 and has held it in 15 quarters since.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.