MFS
PULS icon

Madrona Financial Services’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Madrona Financial Services’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
2023
Q3 		– Sell
-65,809
Closed -$3.25M – 97
2023
Q2 		$3.25M Sell
65,809
-5,447
-8% -$268K 1.59% 20
2023
Q1 		$3.51M Sell
71,256
-3,859
-5% -$190K 1.88% 17
2022
Q4 		$3.69M Buy
+75,115
New +$3.68M 2.11% 15

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Madrona Financial Services's PULS Position: Q3 2023 in Review

Madrona Financial Services sold out of PGIM Ultra Short Bond ETF (PULS) in Q3 2023, closing a stake of 65,809 shares — an estimated $3.25M sold.

Madrona Financial Services first reported a position in PULS in Q4 2022 and held it in 3 quarters. The position peaked at $3.69M in Q4 2022. 235 funds tracked by Wall St. Rank hold PULS as of Q3 2023.

  • Madrona Financial Services reported no remaining PGIM Ultra Short Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Madrona Financial Services sold 65,809 PGIM Ultra Short Bond ETF shares in Q3 2023, an estimated $3.25M.
  • Madrona Financial Services first reported a position in PGIM Ultra Short Bond ETF in Q4 2022 and held it in 3 quarters.
  • Madrona Financial Services's PGIM Ultra Short Bond ETF position peaked at $3.69M in Q4 2022.
  • 235 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2023.

Based on Madrona Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.