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

Caliber Wealth Management (Utah)’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
2024 Q1	$1.91M	Buy	+38,385	New	+$1.9M	1.01%	43

Other funds holding PULS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Caliber Wealth Management (Utah)'s PULS Position: Q1 2024 in Review

Caliber Wealth Management (Utah) opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q1 2024: 38,385 shares worth $1.91M. The stake represents 1.01% of the portfolio and ranks #43 among its holdings.

250 funds tracked by Wall St. Rank hold PULS as of Q1 2024.

Caliber Wealth Management (Utah) held 38,385 shares of PGIM Ultra Short Bond ETF worth $1.91M as of Q1 2024.
PGIM Ultra Short Bond ETF was a new Caliber Wealth Management (Utah) position in Q1 2024.
PGIM Ultra Short Bond ETF made up 1.01% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #43 holding.
250 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.