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MBM Wealth Consultants’s PGIM Ultra Short Bond ETF PULS Stock Holding History

MBM Wealth Consultants’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 		$28.3M Buy
570,844
+66,907
+13% +$3.32M 5.45% 5
2026
Q1 		$24.9M Buy
503,937
+25,624
+5% +$1.27M 5.73% 4
2025
Q4 		$23.7M Buy
478,313
+61,979
+15% +$3.08M 5.64% 4
2025
Q3 		$20.7M Buy
416,334
+66,196
+19% +$3.29M 5.15% 4
2025
Q2 		$17.4M Buy
350,138
+18,948
+6% +$940K 4.66% 5
2025
Q1 		$16.5M Buy
331,190
+20,211
+6% +$1M 4.87% 5
2024
Q4 		$15.4M Buy
310,979
+56,914
+22% +$2.83M 4.59% 5
2024
Q3 		$12.6M Buy
254,065
+30,025
+13% +$1.49M 3.99% 7
2024
Q2 		$11.1M Sell
224,040
-24,351
-10% -$1.21M 3.79% 7
2024
Q1 		$12.3M Buy
248,391
+7,389
+3% +$366K 4.34% 6
2023
Q4 		$12M Buy
241,002
+34,703
+17% +$1.71M 4.47% 6
2023
Q3 		$10.2M Buy
206,299
+18,060
+10% +$891K 4.43% 6
2023
Q2 		$9.28M Buy
188,239
+7,281
+4% +$359K 3.97% 6
2023
Q1 		$10.1M Hold
180,958
– – 4.13% 7
2022
Q4 		$8.91M Sell
180,958
-50,196
-22% -$2.46M 4.12% 8
2022
Q3 		$11.3M Buy
231,154
+19,080
+9% +$936K 5.47% 7
2022
Q2 		$10.4M Buy
212,074
+41,151
+24% +$2.02M 5.09% 7
2022
Q1 		$8.41M Buy
170,923
+6,139
+4% +$303K 3.49% 9
2021
Q4 		$8.15M Buy
164,784
+10,895
+7% +$540K 3.38% 10
2021
Q3 		$7.64M Sell
153,889
-43,477
-22% -$2.16M 3.49% 10
2021
Q2 		$9.82M Sell
197,366
-64,608
-25% -$3.22M 4.61% 5
2021
Q1 		$13.1M Buy
261,974
+95,591
+57% +$4.77M 6.63% 2
2020
Q4 		$8.29M Buy
166,383
+164,378
+8,198% +$8.2M 4.52% 5
2020
Q3 		$100K Buy
+2,005
New +$100K 0.06% 101

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MBM Wealth Consultants's PULS Position: Q2 2026 in Review

MBM Wealth Consultants increased its PGIM Ultra Short Bond ETF (PULS) stake by 13% in Q2 2026, buying an estimated $3.32M and bringing the position to 570,844 shares worth $28.3M. The position accounts for 5.45% of the portfolio, ranked #5.

MBM Wealth Consultants first reported a position in PULS in Q3 2020 and has held it in 24 quarters since. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • MBM Wealth Consultants held 570,844 shares of PGIM Ultra Short Bond ETF worth $28.3M as of Q2 2026.
  • MBM Wealth Consultants bought 66,907 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $3.32M.
  • PGIM Ultra Short Bond ETF made up 5.45% of MBM Wealth Consultants's portfolio in Q2 2026, its #5 holding.
  • MBM Wealth Consultants first reported a position in PGIM Ultra Short Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.