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 Q3	$381K	Sell	7,711 -55	-0.7%	-$2.73K	0.03%	133
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

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

KWB Wealth's PULS Position: Q3 2026 in Review

KWB Wealth reduced its PGIM Ultra Short Bond ETF (PULS) stake by 0.71% in Q3 2026, selling an estimated $2.73K and leaving 7,711 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #133.

KWB Wealth first reported a position in PULS in Q1 2024 and has held it in 11 quarters since. The position peaked at $415K in Q4 2025. 134 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

KWB Wealth held 7,711 shares of PGIM Ultra Short Bond ETF worth $381K as of Q3 2026.
KWB Wealth sold 55 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $2.73K.
PGIM Ultra Short Bond ETF made up 0.03% of KWB Wealth's portfolio in Q3 2026, its #133 holding.
KWB Wealth first reported a position in PGIM Ultra Short Bond ETF in Q1 2024 and has held it in 11 quarters since.
KWB Wealth's PGIM Ultra Short Bond ETF position peaked at $415K in Q4 2025.
134 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.