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

Sheets Smith 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	$10M	Buy	201,806 +6,826	+4%	+$339K	1%	15
2026 Q1	$9.65M	Buy	194,980 +14,189	+8%	+$705K	1.09%	16
2025 Q4	$8.97M	Buy	180,791 +46,923	+35%	+$2.33M	0.98%	22
2025 Q3	$6.67M	Buy	133,868 +33,698	+34%	+$1.68M	0.76%	32
2025 Q2	$4.98M	Buy	100,170 +2,515	+3%	+$125K	0.58%	44
2025 Q1	$4.86M	Buy	97,655 +18,753	+24%	+$931K	0.6%	45
2024 Q4	$3.91M	Buy	78,902 +1,684	+2%	+$83.6K	0.48%	53
2024 Q3	$3.84M	Sell	77,218 -3,418	-4%	-$170K	0.47%	55
2024 Q2	$4.01M	Sell	80,636 -5,865	-7%	-$291K	0.48%	55
2024 Q1	$4.3M	Buy	86,501 +19,541	+29%	+$968K	0.48%	53
2023 Q4	$3.31M	Sell	66,960 -1,330	-2%	-$65.7K	0.47%	57
2023 Q3	$3.38M	Sell	68,290 -5,087	-7%	-$251K	0.51%	52
2023 Q2	$3.63M	Buy	73,377 +1,938	+3%	+$95.5K	0.53%	51
2023 Q1	$3.52M	Buy	71,439 +23,271	+48%	+$1.15M	0.54%	48
2022 Q4	$2.37M	Sell	48,168 -7,107	-13%	-$349K	0.37%	67
2022 Q3	$2.71M	Buy	55,275 +3,004	+6%	+$147K	0.45%	56
2022 Q2	$2.56M	Sell	52,271 -1,009	-2%	-$49.6K	0.42%	58
2022 Q1	$2.62M	Sell	53,280 -800	-1%	-$39.5K	0.36%	71
2021 Q4	$2.68M	Sell	54,080 -500	-0.9%	-$24.8K	0.33%	72
2021 Q3	$2.71M	Buy	54,580 +175	+0.3%	+$8.7K	0.37%	67
2021 Q2	$2.71M	Buy	+54,405	New	+$2.71M	0.36%	69

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

Sheets Smith Wealth Management's PULS Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its PGIM Ultra Short Bond ETF (PULS) stake by 3.5% in Q2 2026, buying an estimated $339K and bringing the position to 201,806 shares worth $10M. The position accounts for 1% of the portfolio, ranked #15.

Sheets Smith Wealth Management first reported a position in PULS in Q2 2021 and has held it in 21 quarters since. 468 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Sheets Smith Wealth Management held 201,806 shares of PGIM Ultra Short Bond ETF worth $10M as of Q2 2026.
Sheets Smith Wealth Management bought 6,826 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $339K.
PGIM Ultra Short Bond ETF made up 1% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #15 holding.
Sheets Smith Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q2 2021 and has held it in 21 quarters since.
468 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

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