Fermata Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Fermata Advisors’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	$4.79M	Buy	96,693 +24,009	+33%	+$1.19M	0.97%	34
2026 Q1	$3.6M	Buy	72,684 +999	+1%	+$49.6K	0.81%	42
2025 Q4	$3.55M	Buy	71,685 +49,743	+227%	+$2.47M	0.85%	38
2025 Q3	$1.09M	Buy	21,942 +6,159	+39%	+$306K	0.28%	81
2025 Q2	$785K	Buy	15,783 +5,481	+53%	+$272K	0.21%	103
2025 Q1	$512K	Buy	10,302 +1,416	+16%	+$70.3K	0.09%	158
2024 Q4	$440K	Buy	8,886 +1,558	+21%	+$77.4K	0.08%	153
2024 Q3	$365K	Buy	+7,328	New	+$364K	0.07%	158
2023 Q1	–	Sell	-4,527	Closed	-$222K	–	129
2022 Q4	$222K	Buy	4,527 +9	+0.2%	+$441	0.07%	125
2022 Q3	$222K	Buy	+4,518	New	+$222K	0.07%	124

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

Fermata Advisors's PULS Position: Q2 2026 in Review

Fermata Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 33% in Q2 2026, buying an estimated $1.19M and bringing the position to 96,693 shares worth $4.79M. The position accounts for 0.97% of the portfolio, ranked #34.

Fermata Advisors first reported a position in PULS in Q3 2022 and has held it in 10 quarters since. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Fermata Advisors held 96,693 shares of PGIM Ultra Short Bond ETF worth $4.79M as of Q2 2026.
Fermata Advisors bought 24,009 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $1.19M.
PGIM Ultra Short Bond ETF made up 0.97% of Fermata Advisors's portfolio in Q2 2026, its #34 holding.
Fermata Advisors first reported a position in PGIM Ultra Short Bond ETF in Q3 2022 and has held it in 10 quarters since.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.