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Cherry Tree Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Cherry Tree Wealth 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
Q1 		$8.05K Hold
163
– – ﹤0.01% 453
2025
Q4 		$8.06K Hold
163
– – ﹤0.01% 448
2025
Q3 		$8.1K Hold
163
– – ﹤0.01% 432
2025
Q2 		$8.09K Buy
+163
New +$8.08K ﹤0.01% 435

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cherry Tree Wealth Management's PULS Position: Q1 2026 in Review

Cherry Tree Wealth Management held its PGIM Ultra Short Bond ETF (PULS) position steady in Q1 2026 at 163 shares worth $8.05K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Cherry Tree Wealth Management first reported a position in PULS in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.1K in Q3 2025. 447 funds tracked by Wall St. Rank hold PULS as of Q1 2026.

  • Cherry Tree Wealth Management held 163 shares of PGIM Ultra Short Bond ETF worth $8.05K as of Q1 2026.
  • Cherry Tree Wealth Management left its PGIM Ultra Short Bond ETF share count unchanged in Q1 2026.
  • PGIM Ultra Short Bond ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #453 holding.
  • Cherry Tree Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Cherry Tree Wealth Management's PGIM Ultra Short Bond ETF position peaked at $8.1K in Q3 2025.
  • 447 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.