McAdam LLC
PULS icon

McAdam LLC’s PGIM Ultra Short Bond ETF PULS Stock Holding History

McAdam 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 		$839K Sell
16,930
-67,386
-80% -$3.34M 0.03% 194
2026
Q1 		$4.17M Buy
84,316
+21,394
+34% +$1.06M 0.19% 70
2025
Q4 		$3.12M Buy
62,922
+52,902
+528% +$2.63M 0.14% 84
2025
Q3 		$499K Buy
+10,020
New +$498K 0.02% 218

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

McAdam LLC's PULS Position: Q2 2026 in Review

McAdam LLC reduced its PGIM Ultra Short Bond ETF (PULS) stake by 80% in Q2 2026, selling an estimated $3.34M and leaving 16,930 shares worth $839K. The position accounts for 0.03% of the portfolio, ranked #194.

McAdam LLC first reported a position in PULS in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.17M in Q1 2026. 471 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • McAdam LLC held 16,930 shares of PGIM Ultra Short Bond ETF worth $839K as of Q2 2026.
  • McAdam LLC sold 67,386 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $3.34M.
  • PGIM Ultra Short Bond ETF made up 0.03% of McAdam LLC's portfolio in Q2 2026, its #194 holding.
  • McAdam LLC first reported a position in PGIM Ultra Short Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • McAdam LLC's PGIM Ultra Short Bond ETF position peaked at $4.17M in Q1 2026.
  • 471 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.