MFA Wealth Advisors’s PGIM Ultra Short Bond ETF PULS Stock Holding History

MFA Wealth Advisors’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	$279K	Sell	5,624 -7,734	-58%	-$384K	0.05%	83
2026 Q1	$661K	Sell	13,358 -44,037	-77%	-$2.19M	0.13%	57
2025 Q4	$2.85M	Sell	57,395 -39,114	-41%	-$1.94M	0.6%	33
2025 Q3	$4.81M	Buy	96,509 +1,057	+1%	+$52.5K	1.05%	25
2025 Q2	$4.75M	Sell	95,452 -4,463	-4%	-$221K	1.11%	25
2025 Q1	$4.97M	Buy	99,915 +1,389	+1%	+$69K	1.23%	19
2024 Q4	$4.88M	Buy	98,526 +4,338	+5%	+$215K	1.25%	21
2024 Q3	$4.69M	Sell	94,188 -3,351	-3%	-$166K	1.03%	25
2024 Q2	$4.85M	Buy	97,539 +2,147	+2%	+$107K	1.06%	26
2024 Q1	$4.74M	Buy	95,392 +5,235	+6%	+$259K	1.25%	23
2023 Q4	$4.45M	Sell	90,157 -553	-0.6%	-$27.3K	1.25%	20
2023 Q3	$4.49M	Sell	90,710 -350	-0.4%	-$17.3K	1.39%	20
2023 Q2	$4.5M	Buy	91,060 +3,373	+4%	+$166K	1.42%	21
2023 Q1	$4.32M	Buy	87,687 +3,061	+4%	+$151K	1.42%	19
2022 Q4	$4.16M	Sell	84,626 -2,651	-3%	-$130K	1.5%	20
2022 Q3	$4.28M	Buy	87,277 +377	+0.4%	+$18.5K	1.59%	18
2022 Q2	$4.26M	Sell	86,900 -1,687	-2%	-$82.9K	1.56%	20
2022 Q1	$4.36M	Buy	+88,587	New	+$4.37M	1.39%	23

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

MFA Wealth Advisors's PULS Position: Q2 2026 in Review

MFA Wealth Advisors reduced its PGIM Ultra Short Bond ETF (PULS) stake by 58% in Q2 2026, selling an estimated $384K and leaving 5,624 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #83.

MFA Wealth Advisors first reported a position in PULS in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.97M in Q1 2025. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

MFA Wealth Advisors held 5,624 shares of PGIM Ultra Short Bond ETF worth $279K as of Q2 2026.
MFA Wealth Advisors sold 7,734 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $384K.
PGIM Ultra Short Bond ETF made up 0.05% of MFA Wealth Advisors's portfolio in Q2 2026, its #83 holding.
MFA Wealth Advisors first reported a position in PGIM Ultra Short Bond ETF in Q1 2022 and has held it in 18 quarters since.
MFA Wealth Advisors's PGIM Ultra Short Bond ETF position peaked at $4.97M in Q1 2025.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.