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Sterling Investment Advisors (Pennsylvania)’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2021
Q4 		– Sell
-395
Closed -$20K – 610
2021
Q3 		$20K Buy
+395
New +$19.6K 0.01% 358

Other funds holding PULS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
FWM
Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s PULS Position: Q4 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of PGIM Ultra Short Bond ETF (PULS) in Q4 2021, closing a stake of 395 shares — an estimated $20K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in PULS in Q3 2021 and held it in 1 quarter. The position peaked at $20K in Q3 2021. 87 funds tracked by Wall St. Rank hold PULS as of Q4 2021.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining PGIM Ultra Short Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 395 PGIM Ultra Short Bond ETF shares in Q4 2021, an estimated $20K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in PGIM Ultra Short Bond ETF in Q3 2021 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s PGIM Ultra Short Bond ETF position peaked at $20K in Q3 2021.
  • 87 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2021, filed 2 Feb 2022.