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Ironwood Wealth Management (West Virginia)’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Ironwood Wealth Management (West Virginia)’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 		$21.8M Buy
439,756
+19,364
+5% +$961K 9.22% 3
2026
Q1 		$20.8M Buy
420,392
+1,500
+0.4% +$74.5K 9.34% 3
2025
Q4 		$20.8M Sell
418,892
-5,277
-1% -$262K 9.33% 3
2025
Q3 		$21.1M Buy
424,169
+30,407
+8% +$1.51M 9.66% 3
2025
Q2 		$19.5M Buy
393,762
+629
+0.2% +$31.2K 9.23% 3
2025
Q1 		$19.4M Sell
393,133
-6,475
-2% -$322K 10.12% 3
2024
Q4 		$19.8M Buy
399,608
+15,344
+4% +$762K 9.78% 3
2024
Q3 		$19.1M Buy
384,264
+7,946
+2% +$394K 9.34% 4
2024
Q2 		$18.7M Buy
376,318
+4,945
+1% +$245K 9.44% 3
2024
Q1 		$18.4M Buy
371,373
+7,987
+2% +$396K 9.65% 3
2023
Q4 		$18M Buy
363,386
+6,567
+2% +$324K 9.84% 3
2023
Q3 		$17.6M Sell
356,819
-1,093
-0.3% -$53.9K 10.5% 3
2023
Q2 		$17.6M Buy
357,912
+74
+0% +$3.65K 10.25% 3
2023
Q1 		$17.6M Sell
357,838
-7,052
-2% -$347K 10.48% 3
2022
Q4 		$18M Sell
364,890
-3,744
-1% -$184K 10.51% 3
2022
Q3 		$18M Sell
368,634
-3,762
-1% -$185K 12.97% 2
2022
Q2 		$18.2M Buy
+372,396
New +$18.3M 12.52% 2

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Ironwood Wealth Management (West Virginia)'s PULS Position: Q2 2026 in Review

Ironwood Wealth Management (West Virginia) increased its PGIM Ultra Short Bond ETF (PULS) stake by 4.6% in Q2 2026, buying an estimated $961K and bringing the position to 439,756 shares worth $21.8M. The position accounts for 9.22% of the portfolio, ranked #3.

Ironwood Wealth Management (West Virginia) first reported a position in PULS in Q2 2022 and has held it in 17 quarters since. 466 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Ironwood Wealth Management (West Virginia) held 439,756 shares of PGIM Ultra Short Bond ETF worth $21.8M as of Q2 2026.
  • Ironwood Wealth Management (West Virginia) bought 19,364 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $961K.
  • PGIM Ultra Short Bond ETF made up 9.22% of Ironwood Wealth Management (West Virginia)'s portfolio in Q2 2026, its #3 holding.
  • Ironwood Wealth Management (West Virginia) first reported a position in PGIM Ultra Short Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 466 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.