MBM Wealth Consultants
PULS icon

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
Q3 		$30.2M Buy
610,136
+39,292
+7% +$1.95M 5.53% 5
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 		$11.4M 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 		$8.16M 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 		$9.8M 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

Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $863M AUM
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Persium Advisors
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
BOS Asset Management
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

MBM Wealth Consultants's PULS Position: Q3 2026 in Review

MBM Wealth Consultants increased its PGIM Ultra Short Bond ETF (PULS) stake by 6.9% in Q3 2026, buying an estimated $1.95M and bringing the position to 610,136 shares worth $30.2M. The position accounts for 5.53% of the portfolio, ranked #5.

MBM Wealth Consultants first reported a position in PULS in Q3 2020 and has held it in 25 quarters since. 155 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • MBM Wealth Consultants held 610,136 shares of PGIM Ultra Short Bond ETF worth $30.2M as of Q3 2026.
  • MBM Wealth Consultants bought 39,292 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $1.95M.
  • PGIM Ultra Short Bond ETF made up 5.53% of MBM Wealth Consultants's portfolio in Q3 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 25 quarters since.
  • 155 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on MBM Wealth Consultants's 13F filing for Q3 2026, filed 20 Oct 2026.