IronBridge Private Wealth’s Putnam ESG Ultra Short ETF PULT Stock Holding History

IronBridge Private Wealth’s Portfolio PULT Stock Details PULT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.1M	Buy	299,431 +1,185	+0.4%	+$59.9K	4.87%	2
2025 Q4	$15.1M	Hold	298,246	–	–	4.79%	3
2025 Q3	$15.1M	Buy	298,246 +24,601	+9%	+$1.25M	4.78%	3
2025 Q2	$13.9M	Buy	273,645 +39,694	+17%	+$2.01M	4.84%	4
2025 Q1	$11.9M	Sell	233,951 -2,023	-0.9%	-$102K	4.67%	5
2024 Q4	$11.9M	Sell	235,974 -12,912	-5%	-$653K	4.37%	4
2024 Q3	$12.6M	Buy	248,886 +2,015	+0.8%	+$102K	4.72%	3
2024 Q2	$12.5M	Buy	246,871 +16,334	+7%	+$823K	4.67%	4
2024 Q1	$11.6M	Buy	230,537 +20,502	+10%	+$1.03M	4.82%	4
2023 Q4	$10.6M	Buy	+210,035	New	+$10.5M	5.15%	3

Other funds holding PULT

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Thayer Partners Wyndmoor, Pennsylvania $210M AUM

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IronBridge Private Wealth's PULT Position: Q1 2026 in Review

IronBridge Private Wealth increased its Putnam ESG Ultra Short ETF (PULT) stake by 0.4% in Q1 2026, buying an estimated $59.9K and bringing the position to 299,431 shares worth $15.1M. The position accounts for 4.87% of the portfolio, ranked #2.

IronBridge Private Wealth first reported a position in PULT in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.1M in Q4 2025. 19 funds tracked by Wall St. Rank hold PULT as of Q1 2026.

IronBridge Private Wealth held 299,431 shares of Putnam ESG Ultra Short ETF worth $15.1M as of Q1 2026.
IronBridge Private Wealth bought 1,185 Putnam ESG Ultra Short ETF shares in Q1 2026, an estimated $59.9K.
Putnam ESG Ultra Short ETF made up 4.87% of IronBridge Private Wealth's portfolio in Q1 2026, its #2 holding.
IronBridge Private Wealth first reported a position in Putnam ESG Ultra Short ETF in Q4 2023 and has held it in 10 quarters since.
IronBridge Private Wealth's Putnam ESG Ultra Short ETF position peaked at $15.1M in Q4 2025.
19 funds tracked by Wall St. Rank held Putnam ESG Ultra Short ETF as of Q1 2026.

Based on IronBridge Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.