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

Seed 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	$6.18M	Sell	124,759 -45,200	-27%	-$2.24M	3.91%	5
2026 Q1	$8.41M	Buy	169,959 +69,845	+70%	+$3.47M	5.79%	2
2025 Q4	$4.96M	Buy	100,114 +74,905	+297%	+$3.72M	3.42%	7
2025 Q3	$1.26M	Sell	25,209 -2,420	-9%	-$120K	0.87%	28
2025 Q2	$1.37M	Sell	27,629 -1,241	-4%	-$61.5K	1.02%	26
2025 Q1	$1.44M	Buy	28,870 +1,245	+5%	+$61.8K	1.17%	18
2024 Q4	$1.37M	Sell	27,625 -405	-1%	-$20.1K	1.11%	20
2024 Q3	$1.4M	Buy	28,030 +23,690	+546%	+$1.18M	1.12%	22
2024 Q2	$216K	Sell	4,340 -1,460	-25%	-$72.4K	0.19%	138
2024 Q1	$287K	Sell	5,800 -400	-6%	-$19.8K	0.27%	95
2023 Q4	$306K	Buy	6,200 +700	+13%	+$34.6K	0.31%	85
2023 Q3	$272K	Buy	+5,500	New	+$271K	0.31%	89
2023 Q2	–	Sell	-4,750	Closed	-$234K	–	145
2023 Q1	$234K	Buy	+4,750	New	+$234K	0.27%	108

Other funds holding PULS

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

Navigation Group Redwood City, California $514M AUM

Seed Wealth Management's PULS Position: Q2 2026 in Review

Seed Wealth Management reduced its PGIM Ultra Short Bond ETF (PULS) stake by 27% in Q2 2026, selling an estimated $2.24M and leaving 124,759 shares worth $6.18M. The position accounts for 3.91% of the portfolio, ranked #5.

Seed Wealth Management first reported a position in PULS in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.41M in Q1 2026. 258 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Seed Wealth Management held 124,759 shares of PGIM Ultra Short Bond ETF worth $6.18M as of Q2 2026.
Seed Wealth Management sold 45,200 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $2.24M.
PGIM Ultra Short Bond ETF made up 3.91% of Seed Wealth Management's portfolio in Q2 2026, its #5 holding.
Seed Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q1 2023 and has held it in 13 quarters since.
Seed Wealth Management's PGIM Ultra Short Bond ETF position peaked at $8.41M in Q1 2026.
258 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.