Lakeshore Financial Planning’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Lakeshore Financial Planning’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	$38M	Sell	767,769 -1,170	-0.2%	-$58.1K	12.25%	2
2026 Q1	$38.1M	Buy	768,939 +11,603	+2%	+$576K	13.8%	2
2025 Q4	$37.6M	Buy	757,336 +25,174	+3%	+$1.25M	13.42%	2
2025 Q3	$36.5M	Buy	732,162 +92,325	+14%	+$4.59M	13.54%	2
2025 Q2	$31.8M	Sell	639,837 -66,783	-9%	-$3.31M	12.8%	2
2025 Q1	$35.1M	Buy	706,620 +217,392	+44%	+$10.8M	14.64%	2
2024 Q4	$24.2M	Buy	489,228 +114,581	+31%	+$5.69M	10.34%	2
2024 Q3	$18.6M	Buy	374,647 +133,170	+55%	+$6.61M	8.22%	3
2024 Q2	$12M	Buy	241,477 +110,882	+85%	+$5.5M	5.86%	8
2024 Q1	$6.49M	Buy	130,595 +20,107	+18%	+$996K	3.29%	10
2023 Q4	$5.46M	Buy	110,488 +24,220	+28%	+$1.2M	3.03%	11
2023 Q3	$4.27M	Buy	+86,268	New	+$4.26M	2.43%	11

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

Lakeshore Financial Planning's PULS Position: Q2 2026 in Review

Lakeshore Financial Planning reduced its PGIM Ultra Short Bond ETF (PULS) stake by 0.15% in Q2 2026, selling an estimated $58.1K and leaving 767,769 shares worth $38M. The position accounts for 12.25% of the portfolio, ranked #2.

Lakeshore Financial Planning first reported a position in PULS in Q3 2023 and has held it in 12 quarters since. The position peaked at $38.1M in Q1 2026. 471 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Lakeshore Financial Planning held 767,769 shares of PGIM Ultra Short Bond ETF worth $38M as of Q2 2026.
Lakeshore Financial Planning sold 1,170 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $58.1K.
PGIM Ultra Short Bond ETF made up 12.25% of Lakeshore Financial Planning's portfolio in Q2 2026, its #2 holding.
Lakeshore Financial Planning first reported a position in PGIM Ultra Short Bond ETF in Q3 2023 and has held it in 12 quarters since.
Lakeshore Financial Planning's PGIM Ultra Short Bond ETF position peaked at $38.1M in Q1 2026.
471 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.