IAM Advisory’s PGIM Ultra Short Bond ETF PULS Stock Holding History

IAM Advisory’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
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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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.