Caliber Wealth Management (Kansas)’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Caliber Wealth Management (Kansas)’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	$18.7M	Buy	378,362 +73,905	+24%	+$3.67M	1.81%	12
2026 Q1	$15.1M	Buy	304,457 +70,398	+30%	+$3.5M	1.65%	13
2025 Q4	$11.6M	Buy	234,059 +46,533	+25%	+$2.31M	1.25%	16
2025 Q3	$9.34M	Buy	187,526 +37,246	+25%	+$1.85M	1.04%	21
2025 Q2	$7.48M	Buy	150,280 +23,107	+18%	+$1.15M	0.8%	27
2025 Q1	$6.32M	Buy	+127,173	New	+$6.32M	0.86%	25

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

Caliber Wealth Management (Kansas)'s PULS Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its PGIM Ultra Short Bond ETF (PULS) stake by 24% in Q2 2026, buying an estimated $3.67M and bringing the position to 378,362 shares worth $18.7M. The position accounts for 1.81% of the portfolio, ranked #12.

Caliber Wealth Management (Kansas) first reported a position in PULS in Q1 2025 and has held it in 6 quarters since. 471 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Caliber Wealth Management (Kansas) held 378,362 shares of PGIM Ultra Short Bond ETF worth $18.7M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 73,905 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $3.67M.
PGIM Ultra Short Bond ETF made up 1.81% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #12 holding.
Caliber Wealth Management (Kansas) first reported a position in PGIM Ultra Short Bond ETF in Q1 2025 and has held it in 6 quarters since.
471 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.