CIBC Private Wealth Group
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CIBC Private Wealth Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

CIBC Private Wealth Group’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
2025
Q2 		– Sell
-429
Closed -$21.2K – 3262
2025
Q1 		$21.2K Hold
429
– – ﹤0.01% 1968
2024
Q4 		$21.3K Buy
+429
New +$21.3K ﹤0.01% 2034
2024
Q3 		– Sell
-160
Closed -$7.93K – 3268
2024
Q2 		$7.93K Hold
160
– – ﹤0.01% 2373
2024
Q1 		$7.92K Buy
+160
New +$7.93K ﹤0.01% 2369

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC Private Wealth Group's PULS Position: Q2 2025 in Review

CIBC Private Wealth Group sold out of PGIM Ultra Short Bond ETF (PULS) in Q2 2025, closing a stake of 429 shares — an estimated $21.2K sold.

CIBC Private Wealth Group first reported a position in PULS in Q1 2024 and held it in 4 quarters. The position peaked at $21.3K in Q4 2024. 370 funds tracked by Wall St. Rank hold PULS as of Q2 2025.

  • CIBC Private Wealth Group reported no remaining PGIM Ultra Short Bond ETF position as of Q2 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 429 PGIM Ultra Short Bond ETF shares in Q2 2025, an estimated $21.2K.
  • CIBC Private Wealth Group first reported a position in PGIM Ultra Short Bond ETF in Q1 2024 and held it in 4 quarters.
  • CIBC Private Wealth Group's PGIM Ultra Short Bond ETF position peaked at $21.3K in Q4 2024.
  • 370 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2025.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.