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

IFG 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
2026 Q2	$9.16M	Buy	+184,834	New	+$9.17M	0.32%	84
2026 Q1	–	Sell	-175,757	Closed	-$8.72M	–	738
2025 Q4	$8.72M	Sell	175,757 -10,318	-6%	-$513K	0.38%	68
2025 Q3	$9.27M	Buy	186,075 +33,491	+22%	+$1.66M	0.42%	58
2025 Q2	$7.59M	Buy	152,584 +21,731	+17%	+$1.08M	0.38%	67
2025 Q1	$6.51M	Buy	130,853 +32,927	+34%	+$1.64M	0.36%	70
2024 Q4	$4.85M	Buy	97,926 +35,691	+57%	+$1.77M	0.28%	95
2024 Q3	$3.1M	Buy	62,235 +2,615	+4%	+$130K	0.2%	141
2024 Q2	$2.96M	Buy	59,620 +10,268	+21%	+$509K	0.19%	134
2024 Q1	$2.45M	Buy	49,352 +24,151	+96%	+$1.2M	0.18%	155
2023 Q4	$1.24M	Buy	25,201 +1,858	+8%	+$91.8K	0.09%	226
2023 Q3	$1.16M	Buy	23,343 +10,225	+78%	+$505K	0.1%	215
2023 Q2	$648K	Buy	13,118 +2,701	+26%	+$133K	0.06%	253
2023 Q1	$514K	Buy	10,417 +403	+4%	+$19.9K	0.05%	316
2022 Q4	$491K	Buy	+10,014	New	+$491K	0.05%	312

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

IFG Advisory's PULS Position: Q2 2026 in Review

IFG Advisory opened a new position in PGIM Ultra Short Bond ETF (PULS) in Q2 2026: 184,834 shares worth $9.16M. The stake represents 0.32% of the portfolio and ranks #84 among its holdings. This is a return to the name: IFG Advisory previously reported a position in PULS as recently as Q4 2025.

IFG Advisory first reported a position in PULS in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.27M in Q3 2025. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

IFG Advisory held 184,834 shares of PGIM Ultra Short Bond ETF worth $9.16M as of Q2 2026.
PGIM Ultra Short Bond ETF was a new IFG Advisory position in Q2 2026.
PGIM Ultra Short Bond ETF made up 0.32% of IFG Advisory's portfolio in Q2 2026, its #84 holding.
IFG Advisory first reported a position in PGIM Ultra Short Bond ETF in Q4 2022 and has held it in 14 quarters since.
IFG Advisory's PGIM Ultra Short Bond ETF position peaked at $9.27M in Q3 2025.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.