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

Elmwood 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 Q2	$438K	Sell	8,836 -100	-1%	-$4.96K	0.11%	137
2026 Q1	$442K	Hold	8,936	–	–	0.12%	123
2025 Q4	$443K	Sell	8,936 -300	-3%	-$14.9K	0.14%	118
2025 Q3	$460K	Hold	9,236	–	–	0.16%	102
2025 Q2	$460K	Sell	9,236 -20	-0.2%	-$992	0.18%	99
2025 Q1	$460K	Sell	9,256 -1,500	-14%	-$74.5K	0.19%	99
2024 Q4	$533K	Buy	10,756 +985	+10%	+$48.9K	0.22%	91
2024 Q3	$486K	Buy	9,771 +5,573	+133%	+$277K	0.2%	97
2024 Q2	$209K	Sell	4,198 -245	-6%	-$12.2K	0.09%	119
2024 Q1	$221K	Sell	4,443 -1,356	-23%	-$67.2K	0.09%	118
2023 Q4	$286K	Sell	5,799 -47,913	-89%	-$2.37M	0.2%	97
2023 Q3	$2.66M	Sell	53,712 -32,758	-38%	-$1.62M	1.28%	21
2023 Q2	$4.27M	Buy	86,470 +11,765	+16%	+$580K	1.99%	10
2023 Q1	$3.68M	Buy	74,705 +6,398	+9%	+$315K	1.74%	10
2022 Q4	$3.35M	Buy	68,307 +16,841	+33%	+$826K	1.67%	11
2022 Q3	$2.53M	Buy	51,466 +350	+0.7%	+$17.2K	1.26%	22
2022 Q2	$2.51M	Sell	51,116 -3,490	-6%	-$171K	1.43%	18
2022 Q1	$2.69M	Sell	54,606 -4,300	-7%	-$212K	1.38%	22
2021 Q4	$2.92M	Buy	+58,906	New	+$2.92M	1.39%	18
2021 Q2	$1.34M	Buy	+27,000	New	+$1.34M	0.71%	55

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Elmwood Wealth Management's PULS Position: Q2 2026 in Review

Elmwood Wealth Management reduced its PGIM Ultra Short Bond ETF (PULS) stake by 1.1% in Q2 2026, selling an estimated $4.96K and leaving 8,836 shares worth $438K. The position accounts for 0.11% of the portfolio, ranked #137.

Elmwood Wealth Management first reported a position in PULS in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.27M in Q2 2023. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Elmwood Wealth Management held 8,836 shares of PGIM Ultra Short Bond ETF worth $438K as of Q2 2026.
Elmwood Wealth Management sold 100 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $4.96K.
PGIM Ultra Short Bond ETF made up 0.11% of Elmwood Wealth Management's portfolio in Q2 2026, its #137 holding.
Elmwood Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q2 2021 and has held it in 20 quarters since.
Elmwood Wealth Management's PGIM Ultra Short Bond ETF position peaked at $4.27M in Q2 2023.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.