Pine Harbor Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Pine Harbor Wealth 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	$35.8M	Buy	722,615 +37,102	+5%	+$1.84M	9.59%	4
2026 Q1	$33.9M	Buy	685,513 +62,045	+10%	+$3.08M	10.15%	4
2025 Q4	$30.9M	Buy	623,468 +43,214	+7%	+$2.15M	9.47%	3
2025 Q3	$28.9M	Buy	580,254 +55,059	+10%	+$2.74M	9.28%	3
2025 Q2	$26.1M	Buy	525,195 +115,566	+28%	+$5.73M	9.19%	3
2025 Q1	$20.4M	Buy	409,629 +46,490	+13%	+$2.31M	8.15%	3
2024 Q4	$18M	Buy	363,139 +206,710	+132%	+$10.3M	7.24%	3
2024 Q3	$7.79M	Buy	156,429 +97,488	+165%	+$4.84M	3.87%	8
2024 Q2	$2.93M	Buy	58,941 +30,511	+107%	+$1.51M	1.72%	13
2024 Q1	$1.41M	Buy	28,430 +18,338	+182%	+$909K	0.89%	26
2023 Q4	$498K	Buy	+10,092	New	+$499K	0.38%	52

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

Pine Harbor Wealth Management's PULS Position: Q2 2026 in Review

Pine Harbor Wealth Management increased its PGIM Ultra Short Bond ETF (PULS) stake by 5.4% in Q2 2026, buying an estimated $1.84M and bringing the position to 722,615 shares worth $35.8M. The position accounts for 9.59% of the portfolio, ranked #4.

Pine Harbor Wealth Management first reported a position in PULS in Q4 2023 and has held it in 11 quarters since. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Pine Harbor Wealth Management held 722,615 shares of PGIM Ultra Short Bond ETF worth $35.8M as of Q2 2026.
Pine Harbor Wealth Management bought 37,102 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $1.84M.
PGIM Ultra Short Bond ETF made up 9.59% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #4 holding.
Pine Harbor Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q4 2023 and has held it in 11 quarters since.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.