IAG Wealth Partners’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.6M	Sell	416,005 -30,501	-7%	-$1.52M	2.3%	16
2025 Q4	$22.1M	Buy	446,506 +20,984	+5%	+$1.04M	2.56%	12
2025 Q3	$21.2M	Buy	425,522 +12,534	+3%	+$623K	2.55%	13
2025 Q2	$20.6M	Buy	412,988 +43,160	+12%	+$2.14M	2.72%	12
2025 Q1	$18.4M	Buy	369,828 +91,187	+33%	+$4.53M	2.86%	12
2024 Q4	$13.8M	Buy	278,641 +57,170	+26%	+$2.84M	2.44%	15
2024 Q3	$11M	Buy	221,471 +13,512	+6%	+$671K	2.04%	17
2024 Q2	$10.3M	Buy	207,959 +11,249	+6%	+$558K	2.08%	15
2024 Q1	$9.78M	Buy	196,710 +49,667	+34%	+$2.46M	2.1%	15
2023 Q4	$7.26M	Buy	147,043 +55,491	+61%	+$2.74M	1.66%	16
2023 Q3	$4.53M	Sell	91,552 -9,923	-10%	-$490K	1.26%	20
2023 Q2	$5.01M	Sell	101,475 -23,945	-19%	-$1.18M	1.33%	18
2023 Q1	$6.18M	Buy	125,420 +25,142	+25%	+$1.24M	1.72%	14
2022 Q4	$4.92M	Sell	100,278 -23,494	-19%	-$1.15M	1.45%	17
2022 Q3	$6.08M	Sell	123,772 -42,193	-25%	-$2.07M	2.02%	12
2022 Q2	$8.14M	Buy	165,965 +122,082	+278%	+$6M	2.66%	11
2022 Q1	$2.16M	Buy	+43,883	New	+$2.17M	0.68%	25