PULS — PGIM ULTRA SHORT BOND

Ownership history in SAM Advisors, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which SAM Advisors, LLC reported a position in PGIM ULTRA SHORT BOND (PULS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.35% (2022 Q3)
Avg. % of fund
1.26%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 65,277 +25,986 +66.1% 1.02% $3.2M $49.24
2025 Q3 ADDED 39,291 +4,788 +13.9% 0.63% $2.0M $48.69
2025 Q2 REDUCED 34,503 -2,950 -7.9% 0.59% $1.7M $48.04
2025 Q1 REDUCED 37,453 -1,575 -4.0% 0.70% $1.9M $47.44
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PULS price (monthly, adj. close)

Other funds also holding PULS

As of 2025 Q4 — sorted by position size

Blue Water Asset Management 14.72% Lakeshore Financial Planning, Inc. 13.42% Main Street Group, LTD 11.65% Crane Advisory, LLC 3Y 11.51% Pine Harbor Wealth Management, LLC 9.47% IRONWOOD WEALTH MANAGEMENT, INC. 3Y 9.33% Vickerman Investment Advisors, Inc. 3Y 7.91% AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3Y 7.14% Live Oak Investment Partners 3Y 7.03% AMJ Financial Wealth Management 3Y 6.03%
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