M Wealth Management LLC’s PGIM Ultra Short Bond ETF PULS Stock Holding History

M Wealth Management LLC’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	$14.1M	Buy	284,707 +2,525	+0.9%	+$125K	11.08%	2
2026 Q1	$14M	Sell	282,182 -37,045	-12%	-$1.84M	11.76%	2
2025 Q4	$15.8M	Sell	319,227 -9,975	-3%	-$496K	13.78%	2
2025 Q3	$16.4M	Buy	329,202 +8,294	+3%	+$412K	14.41%	2
2025 Q2	$16M	Sell	320,908 -5,342	-2%	-$265K	14.73%	2
2025 Q1	$16.2M	Buy	326,250 +28,488	+10%	+$1.41M	15.12%	2
2024 Q4	$14.8M	Buy	+297,762	New	+$14.8M	13.47%	2

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

M Wealth Management LLC's PULS Position: Q2 2026 in Review

M Wealth Management LLC increased its PGIM Ultra Short Bond ETF (PULS) stake by 0.89% in Q2 2026, buying an estimated $125K and bringing the position to 284,707 shares worth $14.1M. The position accounts for 11.08% of the portfolio, ranked #2.

M Wealth Management LLC first reported a position in PULS in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.4M in Q3 2025. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

M Wealth Management LLC held 284,707 shares of PGIM Ultra Short Bond ETF worth $14.1M as of Q2 2026.
M Wealth Management LLC bought 2,525 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $125K.
PGIM Ultra Short Bond ETF made up 11.08% of M Wealth Management LLC's portfolio in Q2 2026, its #2 holding.
M Wealth Management LLC first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 7 quarters since.
M Wealth Management LLC's PGIM Ultra Short Bond ETF position peaked at $16.4M in Q3 2025.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.