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Milestone Asset Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Milestone Asset Management’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 		$334K Sell
6,745
-406,111
-98% -$20.2M 0.05% 217
2026
Q1 		$20.4M Sell
412,856
-32,057
-7% -$1.59M 3.77% 3
2025
Q4 		$22.1M Sell
444,913
-72,804
-14% -$3.62M 4.16% 3
2025
Q3 		$25.8M Sell
517,717
-340,804
-40% -$16.9M 4.88% 3
2025
Q2 		$42.7M Buy
858,521
+622,310
+263% +$30.9M 9.03% 1
2025
Q1 		$11.7M Buy
236,211
+213,896
+959% +$10.6M 2.5% 6
2024
Q4 		$1.11M Buy
+22,315
New +$1.11M 0.24% 92

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

Milestone Asset Management's PULS Position: Q2 2026 in Review

Milestone Asset Management reduced its PGIM Ultra Short Bond ETF (PULS) stake by 98% in Q2 2026, selling an estimated $20.2M and leaving 6,745 shares worth $334K. The position accounts for 0.05% of the portfolio, ranked #217.

Milestone Asset Management first reported a position in PULS in Q4 2024 and has held it in 7 quarters since. The position peaked at $42.7M in Q2 2025. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Milestone Asset Management held 6,745 shares of PGIM Ultra Short Bond ETF worth $334K as of Q2 2026.
  • Milestone Asset Management sold 406,111 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $20.2M.
  • PGIM Ultra Short Bond ETF made up 0.05% of Milestone Asset Management's portfolio in Q2 2026, its #217 holding.
  • Milestone Asset Management first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Milestone Asset Management's PGIM Ultra Short Bond ETF position peaked at $42.7M in Q2 2025.
  • 468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.