IAM Advisory’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
2025
Q3
Sell
-4,729
Closed -$235K 106
2025
Q2
$235K Sell
4,729
-264,402
-98% -$13.1M 0.06% 88
2025
Q1
$13.4M Buy
269,131
+4,754
+2% +$236K 3.48% 6
2024
Q4
$13.1M Buy
264,377
+9,637
+4% +$479K 3.32% 7
2024
Q3
$12.7M Buy
254,740
+9,713
+4% +$482K 3.2% 8
2024
Q2
$12.2M Buy
+245,027
New +$12.2M 3.3% 7
2023
Q2
Sell
-241,247
Closed -$11.9M 98
2023
Q1
$11.9M Sell
241,247
-213,933
-47% -$10.5M 4.11% 7
2022
Q4
$22.3M Buy
455,180
+214,690
+89% +$10.5M 8.21% 3
2022
Q3
$11.8M Buy
240,490
+9,136
+4% +$448K 4.99% 5
2022
Q2
$11.4M Buy
+231,354
New +$11.4M 4.66% 5

Other funds holding PULS

IAM Advisory's PULS Position: Q3 2025 in Review

IAM Advisory sold out of PGIM Ultra Short Bond ETF (PULS) in Q3 2025, closing a stake of 4,729 shares — an estimated $235K sold.

IAM Advisory first reported a position in PULS in Q2 2022 and held it in 9 quarters. The position peaked at $22.3M in Q4 2022. 393 funds tracked by Wall St. Rank hold PULS as of Q3 2025.

  • IAM Advisory reported no remaining PGIM Ultra Short Bond ETF position as of Q3 2025 after selling out during the quarter.
  • IAM Advisory sold 4,729 PGIM Ultra Short Bond ETF shares in Q3 2025, an estimated $235K.
  • IAM Advisory first reported a position in PGIM Ultra Short Bond ETF in Q2 2022 and held it in 9 quarters.
  • IAM Advisory's PGIM Ultra Short Bond ETF position peaked at $22.3M in Q4 2022.
  • 393 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2025.

Based on IAM Advisory's 13F filing for Q3 2025, filed 20 Oct 2025.