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Ehrlich Financial Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Ehrlich Financial 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
2026
Q1 		– Sell
-4,100
Closed -$203K – 121
2025
Q4 		$203K Buy
+4,100
New +$204K 0.12% 109
2024
Q3 		– Sell
-13,160
Closed -$654K – 120
2024
Q2 		$654K Sell
13,160
-1,733
-12% -$86K 0.52% 41
2024
Q1 		$740K Buy
14,893
+2,444
+20% +$121K 0.62% 33
2023
Q4 		$615K Buy
+12,449
New +$615K 0.62% 44

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

Ehrlich Financial Group's PULS Position: Q1 2026 in Review

Ehrlich Financial Group sold out of PGIM Ultra Short Bond ETF (PULS) in Q1 2026, closing a stake of 4,100 shares — an estimated $203K sold.

Ehrlich Financial Group first reported a position in PULS in Q4 2023 and held it in 4 quarters. The position peaked at $740K in Q1 2024. 447 funds tracked by Wall St. Rank hold PULS as of Q1 2026.

  • Ehrlich Financial Group reported no remaining PGIM Ultra Short Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Ehrlich Financial Group sold 4,100 PGIM Ultra Short Bond ETF shares in Q1 2026, an estimated $203K.
  • Ehrlich Financial Group first reported a position in PGIM Ultra Short Bond ETF in Q4 2023 and held it in 4 quarters.
  • Ehrlich Financial Group's PGIM Ultra Short Bond ETF position peaked at $740K in Q1 2024.
  • 447 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2026.

Based on Ehrlich Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.