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

IAG Wealth Partners’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 		$21.3M Buy
429,859
+13,854
+3% +$688K 2.11% 17
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

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

IAG Wealth Partners's PULS Position: Q2 2026 in Review

IAG Wealth Partners increased its PGIM Ultra Short Bond ETF (PULS) stake by 3.3% in Q2 2026, buying an estimated $688K and bringing the position to 429,859 shares worth $21.3M. The position accounts for 2.11% of the portfolio, ranked #17.

IAG Wealth Partners first reported a position in PULS in Q1 2022 and has held it in 18 quarters since. The position peaked at $22.1M in Q4 2025. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • IAG Wealth Partners held 429,859 shares of PGIM Ultra Short Bond ETF worth $21.3M as of Q2 2026.
  • IAG Wealth Partners bought 13,854 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $688K.
  • PGIM Ultra Short Bond ETF made up 2.11% of IAG Wealth Partners's portfolio in Q2 2026, its #17 holding.
  • IAG Wealth Partners first reported a position in PGIM Ultra Short Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • IAG Wealth Partners's PGIM Ultra Short Bond ETF position peaked at $22.1M in Q4 2025.
  • 468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.