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Silver Oak Securities’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Silver Oak Securities’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
Q1 		$2.2M Sell
44,412
-1,547
-3% -$76.8K 0.16% 140
2025
Q4 		$2.28M Buy
45,959
+37,193
+424% +$1.85M 0.15% 140
2025
Q3 		$437K Buy
+8,766
New +$436K 0.03% 466
2025
Q1 		– Sell
-5,263
Closed -$261K – 699
2024
Q4 		$261K Buy
+5,263
New +$261K 0.02% 540

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Silver Oak Securities's PULS Position: Q1 2026 in Review

Silver Oak Securities reduced its PGIM Ultra Short Bond ETF (PULS) stake by 3.4% in Q1 2026, selling an estimated $76.8K and leaving 44,412 shares worth $2.2M. The position accounts for 0.16% of the portfolio, ranked #140.

Silver Oak Securities first reported a position in PULS in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.28M in Q4 2025. 443 funds tracked by Wall St. Rank hold PULS as of Q1 2026.

  • Silver Oak Securities held 44,412 shares of PGIM Ultra Short Bond ETF worth $2.2M as of Q1 2026.
  • Silver Oak Securities sold 1,547 PGIM Ultra Short Bond ETF shares in Q1 2026, an estimated $76.8K.
  • PGIM Ultra Short Bond ETF made up 0.16% of Silver Oak Securities's portfolio in Q1 2026, its #140 holding.
  • Silver Oak Securities first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Silver Oak Securities's PGIM Ultra Short Bond ETF position peaked at $2.28M in Q4 2025.
  • 443 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.