IWM
IHT Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
253,816
+7,805
| +3% | +$388K | 0.35% | 66 |
|
|
2025
Q1 | $12.2M | Sell |
246,011
-80,421
| -25% | -$4M | 0.38% | 60 |
|
|
2024
Q4 | $16.2M | Buy |
326,432
+240,301
| +279% | +$11.9M | 0.52% | 38 |
|
|
2024
Q3 | $4.29M | Buy |
86,131
+35,113
| +69% | +$1.75M | 0.12% | 173 |
|
|
2024
Q2 | $2.54M | Buy |
51,018
+6,524
| +15% | +$324K | 0.09% | 213 |
|
|
2024
Q1 | $2.21M | Buy |
44,494
+6,418
| +17% | +$319K | 0.09% | 231 |
|
|
2023
Q4 | $1.88M | Buy |
38,076
+20,842
| +121% | +$1.03M | 0.08% | 232 |
|
|
2023
Q3 | $853K | Buy |
17,234
+9,705
| +129% | +$480K | 0.04% | 395 |
|
|
2023
Q2 | $372K | Sell |
7,529
-833
| -10% | -$41.2K | 0.02% | 641 |
|
|
2023
Q1 | $412K | Sell |
8,362
-882
| -10% | -$43.5K | 0.02% | 572 |
|
|
2022
Q4 | $454K | Buy |
9,244
+2,060
| +29% | +$101K | 0.03% | 515 |
|
|
2022
Q3 | $353K | Buy |
+7,184
| New | +$353K | 0.03% | 561 |
|