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KWB Wealth’s PGIM Ultra Short Bond ETF PULS Stock Holding History

KWB Wealth’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 		$385K Sell
7,766
-574
-7% -$28.5K 0.03% 123
2026
Q1 		$414K Sell
8,340
-34
-0.4% -$1.69K 0.04% 107
2025
Q4 		$415K Buy
8,374
+655
+8% +$32.6K 0.04% 114
2025
Q3 		$384K Buy
7,719
+371
+5% +$18.4K 0.04% 102
2025
Q2 		$365K Buy
7,348
+2,134
+41% +$106K 0.04% 109
2025
Q1 		$258K Sell
5,214
-973
-16% -$48.3K 0.03% 133
2024
Q4 		$308K Sell
6,187
-995
-14% -$49.4K 0.04% 118
2024
Q3 		$357K Sell
7,182
-295
-4% -$14.6K 0.05% 98
2024
Q2 		$372K Hold
7,477
– – 0.05% 97
2024
Q1 		$372K Buy
+7,477
New +$371K 0.05% 98

Other funds holding PULS

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
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AFS
AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return

KWB Wealth's PULS Position: Q2 2026 in Review

KWB Wealth reduced its PGIM Ultra Short Bond ETF (PULS) stake by 6.9% in Q2 2026, selling an estimated $28.5K and leaving 7,766 shares worth $385K. The position accounts for 0.03% of the portfolio, ranked #123.

KWB Wealth first reported a position in PULS in Q1 2024 and has held it in 10 quarters since. The position peaked at $415K in Q4 2025. 80 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • KWB Wealth held 7,766 shares of PGIM Ultra Short Bond ETF worth $385K as of Q2 2026.
  • KWB Wealth sold 574 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $28.5K.
  • PGIM Ultra Short Bond ETF made up 0.03% of KWB Wealth's portfolio in Q2 2026, its #123 holding.
  • KWB Wealth first reported a position in PGIM Ultra Short Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • KWB Wealth's PGIM Ultra Short Bond ETF position peaked at $415K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.