Wealth Advisors of Iowa’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Wealth Advisors of Iowa’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	–	Sell	-7,445	Closed	-$369K	–	92
2025 Q4	$369K	Sell	7,445 -4,495	-38%	-$223K	0.12%	59
2025 Q3	$595K	Sell	11,940 -50,316	-81%	-$2.5M	0.2%	48
2025 Q2	$3.1M	Buy	62,256 +51	+0.1%	+$2.53K	1.16%	16
2025 Q1	$3.09M	Buy	62,205 +26,685	+75%	+$1.33M	1.33%	12
2024 Q4	$1.76M	Buy	35,520 +10,129	+40%	+$503K	0.89%	17
2024 Q3	$1.26M	Buy	+25,391	New	+$1.26M	0.64%	19

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Wealth Advisors of Iowa's PULS Position: Q1 2026 in Review

Wealth Advisors of Iowa sold out of PGIM Ultra Short Bond ETF (PULS) in Q1 2026, closing a stake of 7,445 shares — an estimated $369K sold.

Wealth Advisors of Iowa first reported a position in PULS in Q3 2024 and held it in 6 quarters. The position peaked at $3.1M in Q2 2025. 447 funds tracked by Wall St. Rank hold PULS as of Q1 2026.

Wealth Advisors of Iowa reported no remaining PGIM Ultra Short Bond ETF position as of Q1 2026 after selling out during the quarter.
Wealth Advisors of Iowa sold 7,445 PGIM Ultra Short Bond ETF shares in Q1 2026, an estimated $369K.
Wealth Advisors of Iowa first reported a position in PGIM Ultra Short Bond ETF in Q3 2024 and held it in 6 quarters.
Wealth Advisors of Iowa's PGIM Ultra Short Bond ETF position peaked at $3.1M in Q2 2025.
447 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2026, filed 13 May 2026.