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Intrepid Family Office’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Intrepid Family Office’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
Q1 		– Sell
-12,500
Closed -$620K – 47
2025
Q4 		$620K Buy
+12,500
New +$621K 0.53% 29
2025
Q1 		– Sell
-22,500
Closed -$1.11M – 40
2024
Q4 		$1.11M Buy
+22,500
New +$1.12M 1.16% 25

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Intrepid Family Office's PULS Position: Q1 2026 in Review

Intrepid Family Office sold out of PGIM Ultra Short Bond ETF (PULS) in Q1 2026, closing a stake of 12,500 shares — an estimated $620K sold.

Intrepid Family Office first reported a position in PULS in Q4 2024 and held it in 2 quarters. The position peaked at $1.11M in Q4 2024. 447 funds tracked by Wall St. Rank hold PULS as of Q1 2026.

  • Intrepid Family Office reported no remaining PGIM Ultra Short Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Intrepid Family Office sold 12,500 PGIM Ultra Short Bond ETF shares in Q1 2026, an estimated $620K.
  • Intrepid Family Office first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and held it in 2 quarters.
  • Intrepid Family Office's PGIM Ultra Short Bond ETF position peaked at $1.11M in Q4 2024.
  • 447 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2026.

Based on Intrepid Family Office's 13F filing for Q1 2026, filed 15 May 2026.