CIA
Concurrent Investment Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
+8,748
| New | +$435K | 0.01% | 897 |
|
|
2024
Q4 | – | Sell |
-5,315
| Closed | -$265K | – | 1090 |
|
|
2024
Q3 | $265K | Sell |
5,315
-5,278
| -50% | -$263K | 0.01% | 823 |
|
|
2024
Q2 | $526K | Buy |
+10,593
| New | +$526K | 0.02% | 567 |
|
|
2024
Q1 | – | Sell |
-4,101
| Closed | -$203K | – | 918 |
|
|
2023
Q4 | $203K | Buy |
+4,101
| New | +$203K | 0.01% | 761 |
|