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

Goldstein 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	$9.57M	Buy	193,058 +8,779	+5%	+$436K	0.87%	22
2026 Q1	$9.12M	Buy	184,279 +55,725	+43%	+$2.77M	1.01%	23
2025 Q4	$6.38M	Buy	128,554 +45,454	+55%	+$2.26M	0.73%	23
2025 Q3	$4.14M	Buy	83,100 +5,824	+8%	+$290K	0.5%	30
2025 Q2	$3.85M	Buy	77,276 +6,769	+10%	+$336K	0.52%	29
2025 Q1	$3.51M	Buy	70,507 +42,833	+155%	+$2.13M	0.51%	27
2024 Q4	$1.37M	Buy	27,674 +1,883	+7%	+$93.5K	0.2%	44
2024 Q3	$1.28M	Buy	25,791 +1,020	+4%	+$50.6K	0.2%	41
2024 Q2	$1.23M	Buy	24,771 +5,432	+28%	+$269K	0.21%	42
2024 Q1	$961K	Buy	19,339 +688	+4%	+$34.1K	0.16%	52
2023 Q4	$921K	Buy	18,651 +4,608	+33%	+$228K	0.16%	76
2023 Q3	$695K	Buy	14,043 +8,382	+148%	+$414K	0.15%	58
2023 Q2	$280K	Buy	+5,661	New	+$279K	0.06%	106

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

Goldstein Advisors's PULS Position: Q2 2026 in Review

Goldstein Advisors increased its PGIM Ultra Short Bond ETF (PULS) stake by 4.8% in Q2 2026, buying an estimated $436K and bringing the position to 193,058 shares worth $9.57M. The position accounts for 0.87% of the portfolio, ranked #22.

Goldstein Advisors first reported a position in PULS in Q2 2023 and has held it in 13 quarters since. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Goldstein Advisors held 193,058 shares of PGIM Ultra Short Bond ETF worth $9.57M as of Q2 2026.
Goldstein Advisors bought 8,779 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $436K.
PGIM Ultra Short Bond ETF made up 0.87% of Goldstein Advisors's portfolio in Q2 2026, its #22 holding.
Goldstein Advisors first reported a position in PGIM Ultra Short Bond ETF in Q2 2023 and has held it in 13 quarters since.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.