IHT Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

IHT Wealth Management’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	$25.8M	Sell	521,161 -9,189	-2%	-$456K	0.55%	33
2026 Q1	$26.3M	Buy	530,350 +242,661	+84%	+$12.1M	0.61%	27
2025 Q4	$14.3M	Buy	287,689 +206,395	+254%	+$10.3M	0.35%	63
2025 Q3	$4.05M	Sell	81,294 -172,522	-68%	-$8.58M	0.1%	195
2025 Q2	$12.6M	Buy	253,816 +7,805	+3%	+$387K	0.35%	66
2025 Q1	$12.2M	Sell	246,011 -80,421	-25%	-$3.99M	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%	+$1.74M	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%	+$318K	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%	+$479K	0.04%	395
2023 Q2	$372K	Sell	7,529 -833	-10%	-$41K	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	+$352K	0.03%	561

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

IHT Wealth Management's PULS Position: Q2 2026 in Review

IHT Wealth Management reduced its PGIM Ultra Short Bond ETF (PULS) stake by 1.7% in Q2 2026, selling an estimated $456K and leaving 521,161 shares worth $25.8M. The position accounts for 0.55% of the portfolio, ranked #33.

IHT Wealth Management first reported a position in PULS in Q3 2022 and has held it in 16 quarters since. The position peaked at $26.3M in Q1 2026. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

IHT Wealth Management held 521,161 shares of PGIM Ultra Short Bond ETF worth $25.8M as of Q2 2026.
IHT Wealth Management sold 9,189 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $456K.
PGIM Ultra Short Bond ETF made up 0.55% of IHT Wealth Management's portfolio in Q2 2026, its #33 holding.
IHT Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q3 2022 and has held it in 16 quarters since.
IHT Wealth Management's PGIM Ultra Short Bond ETF position peaked at $26.3M in Q1 2026.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.