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Wilbanks Smith & Thomas Asset Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Wilbanks Smith & Thomas Asset 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
Q1 		– Sell
-12,220
Closed -$600K – 523
2022
Q4 		$600K Buy
+12,220
New +$599K 0.02% 279

Other funds holding PULS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's PULS Position: Q1 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of PGIM Ultra Short Bond ETF (PULS) in Q1 2023, closing a stake of 12,220 shares — an estimated $600K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in PULS in Q4 2022 and held it in 1 quarter. The position peaked at $600K in Q4 2022. 186 funds tracked by Wall St. Rank hold PULS as of Q1 2023.

  • Wilbanks Smith & Thomas Asset Management reported no remaining PGIM Ultra Short Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 12,220 PGIM Ultra Short Bond ETF shares in Q1 2023, an estimated $600K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in PGIM Ultra Short Bond ETF in Q4 2022 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's PGIM Ultra Short Bond ETF position peaked at $600K in Q4 2022.
  • 186 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q1 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2023, filed 5 May 2023.