Clear Creek Financial Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Clear Creek Financial 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
2025 Q3	–	Sell	-4,640	Closed	-$231K	–	583
2025 Q2	$231K	Sell	4,640 -2,875	-38%	-$143K	0.02%	493
2025 Q1	$374K	Sell	7,515 -79	-1%	-$3.92K	0.04%	356
2024 Q4	$376K	Buy	7,594 +17	+0.2%	+$844	0.04%	343
2024 Q3	$377K	Buy	7,577 +46	+0.6%	+$2.28K	0.04%	310
2024 Q2	$374K	Buy	7,531 +54	+0.7%	+$2.68K	0.05%	294
2024 Q1	$372K	Sell	7,477 -601	-7%	-$29.8K	0.05%	289
2023 Q4	$399K	Sell	8,078 -6,811	-46%	-$336K	0.06%	221
2023 Q3	$737K	Sell	14,889 -346	-2%	-$17.1K	0.13%	131
2023 Q2	$753K	Buy	+15,235	New	+$750K	0.13%	130

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Clear Creek Financial Management's PULS Position: Q3 2025 in Review

Clear Creek Financial Management sold out of PGIM Ultra Short Bond ETF (PULS) in Q3 2025, closing a stake of 4,640 shares — an estimated $231K sold.

Clear Creek Financial Management first reported a position in PULS in Q2 2023 and held it in 9 quarters. The position peaked at $753K in Q2 2023. 393 funds tracked by Wall St. Rank hold PULS as of Q3 2025.

Clear Creek Financial Management reported no remaining PGIM Ultra Short Bond ETF position as of Q3 2025 after selling out during the quarter.
Clear Creek Financial Management sold 4,640 PGIM Ultra Short Bond ETF shares in Q3 2025, an estimated $231K.
Clear Creek Financial Management first reported a position in PGIM Ultra Short Bond ETF in Q2 2023 and held it in 9 quarters.
Clear Creek Financial Management's PGIM Ultra Short Bond ETF position peaked at $753K in Q2 2023.
393 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2025.

Based on Clear Creek Financial Management's 13F filing for Q3 2025, filed 10 Nov 2025.