SAG
SageView Advisory Group’s PGIM Ultra Short Bond ETF PULS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
33,542
+2,851
| +9% | +$142K | 0.06% | 164 |
|
|
2025
Q1 | $1.53M | Buy |
30,691
+5,824
| +23% | +$290K | 0.07% | 157 |
|
|
2024
Q4 | $1.23M | Buy |
+24,867
| New | +$1.23M | 0.05% | 194 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 562 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 306 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 757 |
|
|
2023
Q4 | – | Sell |
-24,408
| Closed | -$1.21M | – | 225 |
|
|
2023
Q3 | $1.21M | Sell |
24,408
-7,645
| -24% | -$378K | 0.07% | 183 |
|
|
2023
Q2 | $1.58M | Buy |
32,053
+17,018
| +113% | +$841K | 0.09% | 148 |
|
|
2023
Q1 | $741K | Buy |
+15,035
| New | +$741K | 0.05% | 253 |
|