Tyler-Stone Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-600	Closed	-$29.8K	–	787
2024 Q2	$29.8K	Hold	600	–	–	0.01%	455
2024 Q1	$29.8K	Hold	600	–	–	0.01%	451
2023 Q4	$29.6K	Hold	600	–	–	0.01%	443
2023 Q3	$30K	Hold	600	–	–	0.02%	418
2023 Q2	$30K	Buy	+600	New	+$29.6K	0.02%	423

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tyler-Stone Wealth Management's PULS Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of PGIM Ultra Short Bond ETF (PULS) in Q3 2024, closing a stake of 600 shares — an estimated $29.8K sold.

Tyler-Stone Wealth Management first reported a position in PULS in Q2 2023 and held it in 5 quarters. The position peaked at $30K in Q3 2023. 304 funds tracked by Wall St. Rank hold PULS as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining PGIM Ultra Short Bond ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 600 PGIM Ultra Short Bond ETF shares in Q3 2024, an estimated $29.8K.
Tyler-Stone Wealth Management first reported a position in PGIM Ultra Short Bond ETF in Q2 2023 and held it in 5 quarters.
Tyler-Stone Wealth Management's PGIM Ultra Short Bond ETF position peaked at $30K in Q3 2023.
304 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.