McCarthy & Cox’s PGIM Ultra Short Bond ETF PULS Stock Holding History

McCarthy & Cox’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
2025 Q4	$340K	Sell	6,859 -33,250	-83%	-$1.65M	4.12%	10
2025 Q3	$2M	Buy	40,109 +4,027	+11%	+$200K	0.46%	24
2025 Q2	$1.8M	Buy	36,082 +681	+2%	+$33.8K	0.47%	23
2025 Q1	$1.76M	Buy	35,401 +9,937	+39%	+$493K	0.77%	20
2024 Q4	$1.26M	Buy	25,464 +7,656	+43%	+$380K	0.44%	29
2024 Q3	$887K	Sell	17,808 -51	-0.3%	-$2.53K	0.34%	28
2024 Q2	$888K	Buy	17,859 +8,522	+91%	+$423K	0.34%	28
2024 Q1	$464K	Buy	+9,337	New	+$463K	0.18%	33

Other funds holding PULS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

McCarthy & Cox's PULS Position: Q4 2025 in Review

McCarthy & Cox reduced its PGIM Ultra Short Bond ETF (PULS) stake by 83% in Q4 2025, selling an estimated $1.65M and leaving 6,859 shares worth $340K. The position accounts for 4.12% of the portfolio, ranked #10.

McCarthy & Cox first reported a position in PULS in Q1 2024 and has held it in 8 quarters since. The position peaked at $2M in Q3 2025. 413 funds tracked by Wall St. Rank hold PULS as of Q4 2025.

McCarthy & Cox held 6,859 shares of PGIM Ultra Short Bond ETF worth $340K as of Q4 2025.
McCarthy & Cox sold 33,250 PGIM Ultra Short Bond ETF shares in Q4 2025, an estimated $1.65M.
PGIM Ultra Short Bond ETF made up 4.12% of McCarthy & Cox's portfolio in Q4 2025, its #10 holding.
McCarthy & Cox first reported a position in PGIM Ultra Short Bond ETF in Q1 2024 and has held it in 8 quarters since.
McCarthy & Cox's PGIM Ultra Short Bond ETF position peaked at $2M in Q3 2025.
413 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.