Legacy Wealth Management (Idaho)’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Legacy Wealth Management (Idaho)’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	$333K	Buy	6,726 +508	+8%	+$25.2K	0.14%	139
2026 Q1	$308K	Sell	6,218 -9,462	-60%	-$470K	0.15%	89
2025 Q4	$778K	Buy	15,680 +6,702	+75%	+$333K	0.37%	59
2025 Q3	$447K	Buy	8,978 +8,090	+911%	+$402K	0.2%	69
2025 Q2	$44.2K	Buy	+888	New	+$44K	0.02%	164

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

Legacy Wealth Management (Idaho)'s PULS Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its PGIM Ultra Short Bond ETF (PULS) stake by 8.2% in Q2 2026, buying an estimated $25.2K and bringing the position to 6,726 shares worth $333K. The position accounts for 0.14% of the portfolio, ranked #139.

Legacy Wealth Management (Idaho) first reported a position in PULS in Q2 2025 and has held it in 5 quarters since. The position peaked at $778K in Q4 2025. 471 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Legacy Wealth Management (Idaho) held 6,726 shares of PGIM Ultra Short Bond ETF worth $333K as of Q2 2026.
Legacy Wealth Management (Idaho) bought 508 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $25.2K.
PGIM Ultra Short Bond ETF made up 0.14% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #139 holding.
Legacy Wealth Management (Idaho) first reported a position in PGIM Ultra Short Bond ETF in Q2 2025 and has held it in 5 quarters since.
Legacy Wealth Management (Idaho)'s PGIM Ultra Short Bond ETF position peaked at $778K in Q4 2025.
471 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.