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

Sugarloaf 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
2023 Q3	–	Sell	-401	Closed	-$19.8K	–	696
2023 Q2	$19.8K	Sell	401 -9,353	-96%	-$461K	﹤0.01%	389
2023 Q1	$481K	Buy	9,754 +4,590	+89%	+$226K	0.12%	80
2022 Q4	$254K	Buy	5,164 +3,938	+321%	+$193K	0.06%	112
2022 Q3	$61K	Sell	1,226 -993	-45%	-$48.7K	0.02%	259
2022 Q2	$109K	Buy	2,219 +5	+0.2%	+$246	0.03%	177
2022 Q1	$109K	Buy	2,214 +3	+0.1%	+$148	0.03%	182
2021 Q4	$109K	Buy	2,211 +1,211	+121%	+$60K	0.03%	190
2021 Q3	$50K	Buy	+1,000	New	+$49.7K	0.01%	264

Other funds holding PULS

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Sugarloaf Wealth Management's PULS Position: Q3 2023 in Review

Sugarloaf Wealth Management sold out of PGIM Ultra Short Bond ETF (PULS) in Q3 2023, closing a stake of 401 shares — an estimated $19.8K sold.

Sugarloaf Wealth Management first reported a position in PULS in Q3 2021 and held it in 8 quarters. The position peaked at $481K in Q1 2023. 235 funds tracked by Wall St. Rank hold PULS as of Q3 2023.

Sugarloaf Wealth Management reported no remaining PGIM Ultra Short Bond ETF position as of Q3 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 401 PGIM Ultra Short Bond ETF shares in Q3 2023, an estimated $19.8K.
Sugarloaf Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q3 2021 and held it in 8 quarters.
Sugarloaf Wealth Management's PGIM Ultra Short Bond ETF position peaked at $481K in Q1 2023.
235 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.