Goldstein Advisors
PUSH icon

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

Goldstein Advisors’s Portfolio PUSH Stock Details PUSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.22M Sell
64,744
-5,127
-7% -$258K 0.29% 44
2026
Q2 		$3.52M Buy
69,871
+6,508
+10% +$328K 0.32% 42
2026
Q1 		$3.19M Buy
63,363
+58,123
+1,109% +$2.94M 0.35% 36
2025
Q4 		$264K Buy
+5,240
New +$264K 0.03% 166

Other funds holding PUSH

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
LPWM LLC
LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Retirement Investments
Commonwealth Retirement Investments Richmond, Virginia $370M AUM 25.51% 1-Year Est. Return
Daymark Wealth Partners
Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Crusonia Wealth Advisors
Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

Goldstein Advisors's PUSH Position: Q3 2026 in Review

Goldstein Advisors reduced its PGIM Ultra Short Municipal Bond ETF (PUSH) stake by 7.3% in Q3 2026, selling an estimated $258K and leaving 64,744 shares worth $3.22M. The position accounts for 0.29% of the portfolio, ranked #44.

Goldstein Advisors first reported a position in PUSH in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.52M in Q2 2026. 24 funds tracked by Wall St. Rank hold PUSH as of Q3 2026.

  • Goldstein Advisors held 64,744 shares of PGIM Ultra Short Municipal Bond ETF worth $3.22M as of Q3 2026.
  • Goldstein Advisors sold 5,127 PGIM Ultra Short Municipal Bond ETF shares in Q3 2026, an estimated $258K.
  • PGIM Ultra Short Municipal Bond ETF made up 0.29% of Goldstein Advisors's portfolio in Q3 2026, its #44 holding.
  • Goldstein Advisors first reported a position in PGIM Ultra Short Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Goldstein Advisors's PGIM Ultra Short Municipal Bond ETF position peaked at $3.52M in Q2 2026.
  • 24 funds tracked by Wall St. Rank held PGIM Ultra Short Municipal Bond ETF as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.