Saxon Interests’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Saxon Interests’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
2025 Q4	–	Sell	-4,650	Closed	-$232K	–	219
2025 Q3	$232K	Buy	+4,650	New	+$231K	0.09%	188
2025 Q1	–	Sell	-6,263	Closed	-$310K	–	202
2024 Q4	$310K	Sell	6,263 -19,960	-76%	-$991K	0.14%	139
2024 Q3	$1.31M	Sell	26,223 -23,360	-47%	-$1.16M	0.59%	44
2024 Q2	$2.46M	Buy	49,583 +135	+0.3%	+$6.7K	1.17%	20
2024 Q1	$2.46M	Sell	49,448 -1,424	-3%	-$70.6K	1.17%	20
2023 Q4	$2.51M	Buy	+50,872	New	+$2.51M	1.26%	13
2023 Q3	–	Sell	-33,058	Closed	-$1.63M	–	166
2023 Q2	$1.63M	Sell	33,058 -16,432	-33%	-$809K	0.87%	27
2023 Q1	$2.44M	Sell	49,490 -11,388	-19%	-$561K	1.38%	17
2022 Q4	$2.99M	Buy	+60,878	New	+$2.99M	1.71%	13

Other funds holding PULS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Saxon Interests's PULS Position: Q4 2025 in Review

Saxon Interests sold out of PGIM Ultra Short Bond ETF (PULS) in Q4 2025, closing a stake of 4,650 shares — an estimated $232K sold.

Saxon Interests first reported a position in PULS in Q4 2022 and held it in 9 quarters. The position peaked at $2.99M in Q4 2022. 413 funds tracked by Wall St. Rank hold PULS as of Q4 2025.

Saxon Interests reported no remaining PGIM Ultra Short Bond ETF position as of Q4 2025 after selling out during the quarter.
Saxon Interests sold 4,650 PGIM Ultra Short Bond ETF shares in Q4 2025, an estimated $232K.
Saxon Interests first reported a position in PGIM Ultra Short Bond ETF in Q4 2022 and held it in 9 quarters.
Saxon Interests's PGIM Ultra Short Bond ETF position peaked at $2.99M in Q4 2022.
413 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2025.

Based on Saxon Interests's 13F filing for Q4 2025, filed 13 Feb 2026.