Live Oak Investment Partners’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Live Oak Investment Partners’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	$9.73M	Sell	196,446 -742	-0.4%	-$36.8K	5.24%	3
2026 Q1	$9.76M	Sell	197,188 -33,405	-14%	-$1.66M	5.76%	3
2025 Q4	$11.4M	Sell	230,593 -102,896	-31%	-$5.12M	7.03%	2
2025 Q3	$16.6M	Buy	333,489 +78,241	+31%	+$3.89M	11.01%	1
2025 Q2	$12.7M	Buy	+255,248	New	+$12.7M	9.76%	1

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

Live Oak Investment Partners's PULS Position: Q2 2026 in Review

Live Oak Investment Partners reduced its PGIM Ultra Short Bond ETF (PULS) stake by 0.38% in Q2 2026, selling an estimated $36.8K and leaving 196,446 shares worth $9.73M. The position accounts for 5.24% of the portfolio, ranked #3.

Live Oak Investment Partners first reported a position in PULS in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.6M in Q3 2025. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Live Oak Investment Partners held 196,446 shares of PGIM Ultra Short Bond ETF worth $9.73M as of Q2 2026.
Live Oak Investment Partners sold 742 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $36.8K.
PGIM Ultra Short Bond ETF made up 5.24% of Live Oak Investment Partners's portfolio in Q2 2026, its #3 holding.
Live Oak Investment Partners first reported a position in PGIM Ultra Short Bond ETF in Q2 2025 and has held it in 5 quarters since.
Live Oak Investment Partners's PGIM Ultra Short Bond ETF position peaked at $16.6M in Q3 2025.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.