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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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. 469 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.
469 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.