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

Mascoma Wealth Management’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 Q1	–	Sell	-503	Closed	-$24.9K	–	538
2025 Q4	$24.9K	Hold	503	–	–	0.01%	238
2025 Q3	$25.1K	Hold	503	–	–	0.01%	243
2025 Q2	$25K	Hold	503	–	–	0.01%	245
2025 Q1	$25K	Sell	503 -985	-66%	-$48.9K	0.01%	249
2024 Q4	$73.7K	Buy	+1,488	New	+$73.9K	0.02%	168

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mascoma Wealth Management's PULS Position: Q1 2026 in Review

Mascoma Wealth Management sold out of PGIM Ultra Short Bond ETF (PULS) in Q1 2026, closing a stake of 503 shares — an estimated $24.9K sold.

Mascoma Wealth Management first reported a position in PULS in Q4 2024 and held it in 5 quarters. The position peaked at $73.7K in Q4 2024. 447 funds tracked by Wall St. Rank hold PULS as of Q1 2026.

Mascoma Wealth Management reported no remaining PGIM Ultra Short Bond ETF position as of Q1 2026 after selling out during the quarter.
Mascoma Wealth Management sold 503 PGIM Ultra Short Bond ETF shares in Q1 2026, an estimated $24.9K.
Mascoma Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and held it in 5 quarters.
Mascoma Wealth Management's PGIM Ultra Short Bond ETF position peaked at $73.7K in Q4 2024.
447 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2026.

Based on Mascoma Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.