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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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
NG
Navigation Group Redwood City, California $514M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return

IRON Financial's PULS Position: Q2 2026 in Review

IRON Financial increased its PGIM Ultra Short Bond ETF (PULS) stake by 7.7% in Q2 2026, buying an estimated $449K and bringing the position to 126,759 shares worth $6.28M. The position accounts for 2.59% of the portfolio, ranked #9.

IRON Financial first reported a position in PULS in Q3 2025 and has held it in 4 quarters since. 213 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • IRON Financial held 126,759 shares of PGIM Ultra Short Bond ETF worth $6.28M as of Q2 2026.
  • IRON Financial bought 9,048 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $449K.
  • PGIM Ultra Short Bond ETF made up 2.59% of IRON Financial's portfolio in Q2 2026, its #9 holding.
  • IRON Financial first reported a position in PGIM Ultra Short Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 213 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.