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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
Q3 		$23.6M Buy
476,689
+104,288
+28% +$5.17M 5.51% 2
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

CA
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
MWML
M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BOS Asset Management's PULS Position: Q3 2026 in Review

BOS Asset Management increased its PGIM Ultra Short Bond ETF (PULS) stake by 28% in Q3 2026, buying an estimated $5.17M and bringing the position to 476,689 shares worth $23.6M. The position accounts for 5.51% of the portfolio, ranked #2.

BOS Asset Management first reported a position in PULS in Q4 2022 and has held it in 16 quarters since. 57 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • BOS Asset Management held 476,689 shares of PGIM Ultra Short Bond ETF worth $23.6M as of Q3 2026.
  • BOS Asset Management bought 104,288 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $5.17M.
  • PGIM Ultra Short Bond ETF made up 5.51% of BOS Asset Management's portfolio in Q3 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 16 quarters since.
  • 57 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.