IRON Financial
PULS icon

IRON Financial’s PGIM Ultra Short Bond ETF PULS Stock Holding History

IRON Financial’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
Q3 		$5.74M Sell
116,135
-10,624
-8% -$527K 2.39% 11
2026
Q2 		$6.28M Buy
126,759
+9,048
+8% +$449K 2.59% 9
2026
Q1 		$5.83M Buy
117,711
+5,963
+5% +$296K 2.55% 9
2025
Q4 		$5.54M Buy
111,748
+73,126
+189% +$3.64M 2.55% 10
2025
Q3 		$1.92M Buy
+38,622
New +$1.92M 0.92% 25

Other funds holding PULS

Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
Main Street Group
Main Street Group Glen Allen, Virginia $445M AUM 22.95% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $863M AUM
Navigation Group
Navigation Group Redwood City, California $501M AUM
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

IRON Financial's PULS Position: Q3 2026 in Review

IRON Financial reduced its PGIM Ultra Short Bond ETF (PULS) stake by 8.4% in Q3 2026, selling an estimated $527K and leaving 116,135 shares worth $5.74M. The position accounts for 2.39% of the portfolio, ranked #11.

IRON Financial first reported a position in PULS in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.28M in Q2 2026. 216 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • IRON Financial held 116,135 shares of PGIM Ultra Short Bond ETF worth $5.74M as of Q3 2026.
  • IRON Financial sold 10,624 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $527K.
  • PGIM Ultra Short Bond ETF made up 2.39% of IRON Financial's portfolio in Q3 2026, its #11 holding.
  • IRON Financial first reported a position in PGIM Ultra Short Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • IRON Financial's PGIM Ultra Short Bond ETF position peaked at $6.28M in Q2 2026.
  • 216 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.