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

KB Financial Partners’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
2023 Q3	$4.16M	Hold	84,090	–	–	1.19%	8
2023 Q2	$4.16M	Hold	84,090	–	–	1.14%	8
2023 Q1	$4.15M	Hold	84,090	–	–	1.22%	8
2022 Q4	$4.13M	Hold	84,090	–	–	1.41%	7
2022 Q3	$4.13M	Hold	84,090	–	–	1.48%	8
2022 Q2	$4.13M	Sell	84,090 -48,910	-37%	-$2.4M	1.43%	9
2022 Q1	$6.54M	Hold	133,000	–	–	1.81%	9
2021 Q4	$6.58M	Buy	+133,000	New	+$6.59M	1.89%	9

Other funds holding PULS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KB Financial Partners's PULS Position: Q3 2023 in Review

KB Financial Partners held its PGIM Ultra Short Bond ETF (PULS) position steady in Q3 2023 at 84,090 shares worth $4.16M. The position accounts for 1.19% of the portfolio, ranked #8.

KB Financial Partners first reported a position in PULS in Q4 2021 and has held it in 8 quarters since. The position peaked at $6.58M in Q4 2021. 235 funds tracked by Wall St. Rank hold PULS as of Q3 2023.

KB Financial Partners held 84,090 shares of PGIM Ultra Short Bond ETF worth $4.16M as of Q3 2023.
KB Financial Partners left its PGIM Ultra Short Bond ETF share count unchanged in Q3 2023.
PGIM Ultra Short Bond ETF made up 1.19% of KB Financial Partners's portfolio in Q3 2023, its #8 holding.
KB Financial Partners first reported a position in PGIM Ultra Short Bond ETF in Q4 2021 and has held it in 8 quarters since.
KB Financial Partners's PGIM Ultra Short Bond ETF position peaked at $6.58M in Q4 2021.
235 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.