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

Rothschild Investment 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 		$941 Hold
19
– – ﹤0.01% 3069
2026
Q1 		$941 Hold
19
– – ﹤0.01% 2899
2025
Q4 		$942 Hold
19
– – ﹤0.01% 2701
2025
Q3 		$947 Hold
19
– – ﹤0.01% 2600
2025
Q2 		$945 Hold
19
– – ﹤0.01% 2503
2025
Q1 		$945 Hold
19
– – ﹤0.01% 2376
2024
Q4 		$941 Hold
19
– – ﹤0.01% 2253
2024
Q3 		$946 Hold
19
– – ﹤0.01% 2204
2024
Q2 		$944 Hold
19
– – ﹤0.01% 1691
2024
Q1 		$944 Hold
19
– – ﹤0.01% 1268
2023
Q4 		$938 Buy
+19
New +$939 ﹤0.01% 1199

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

Rothschild Investment LLC's PULS Position: Q2 2026 in Review

Rothschild Investment LLC held its PGIM Ultra Short Bond ETF (PULS) position steady in Q2 2026 at 19 shares worth $941. The position accounts for ﹤0.01% of the portfolio, ranked #3069.

Rothschild Investment LLC first reported a position in PULS in Q4 2023 and has held it in 11 quarters since. The position peaked at $947 in Q3 2025. 471 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

  • Rothschild Investment LLC held 19 shares of PGIM Ultra Short Bond ETF worth $941 as of Q2 2026.
  • Rothschild Investment LLC left its PGIM Ultra Short Bond ETF share count unchanged in Q2 2026.
  • PGIM Ultra Short Bond ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3069 holding.
  • Rothschild Investment LLC first reported a position in PGIM Ultra Short Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's PGIM Ultra Short Bond ETF position peaked at $947 in Q3 2025.
  • 471 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.