Independent Advisor Alliance’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Independent Advisor Alliance’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	–	Sell	-166,673	Closed	-$8.25M	–	1480
2026 Q1	$8.25M	Buy	166,673 +158,736	+2,000%	+$7.88M	0.09%	207
2025 Q4	$394K	Sell	7,937 -4,100	-34%	-$204K	0.01%	716
2025 Q3	$600K	Buy	12,037 +700	+6%	+$34.8K	0.02%	572
2025 Q2	$564K	Buy	+11,337	New	+$562K	0.02%	549
2025 Q1	–	Sell	-140,628	Closed	-$6.97M	–	1219
2024 Q4	$6.97M	Buy	+140,628	New	+$6.98M	0.09%	211
2024 Q1	–	Sell	-4,215	Closed	-$208K	–	731
2023 Q4	$208K	Sell	4,215 -6,501	-61%	-$321K	0.01%	637
2023 Q3	$530K	Buy	10,716 +5,368	+100%	+$265K	0.02%	400
2023 Q2	$264K	Sell	5,348 -1,424	-21%	-$70.1K	0.01%	553
2023 Q1	$334K	Buy	+6,772	New	+$334K	0.02%	492

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

Independent Advisor Alliance's PULS Position: Q2 2026 in Review

Independent Advisor Alliance sold out of PGIM Ultra Short Bond ETF (PULS) in Q2 2026, closing a stake of 166,673 shares — an estimated $8.25M sold.

Independent Advisor Alliance first reported a position in PULS in Q1 2023 and held it in 9 quarters. The position peaked at $8.25M in Q1 2026. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Independent Advisor Alliance reported no remaining PGIM Ultra Short Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 166,673 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $8.25M.
Independent Advisor Alliance first reported a position in PGIM Ultra Short Bond ETF in Q1 2023 and held it in 9 quarters.
Independent Advisor Alliance's PGIM Ultra Short Bond ETF position peaked at $8.25M in Q1 2026.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.