Cyr Financial’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Cyr Financial’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 Q3	$326K	Buy	6,585 +60	+0.9%	+$2.98K	0.16%	47
2026 Q2	$323K	Sell	6,525 -5,619	-46%	-$279K	0.17%	46
2026 Q1	$601K	Buy	12,144 +3	+0%	+$149	0.35%	42
2025 Q4	$602K	Sell	12,141 -700	-5%	-$34.8K	0.38%	42
2025 Q3	$640K	Buy	12,841 +7,067	+122%	+$351K	0.44%	41
2025 Q2	$287K	Sell	5,774 -1,446	-20%	-$71.7K	0.22%	47
2025 Q1	$359K	Sell	7,220 -7,865	-52%	-$391K	0.32%	45
2024 Q4	$747K	Buy	15,085 +3,593	+31%	+$178K	0.68%	28
2024 Q3	$572K	Buy	11,492 +3,110	+37%	+$154K	0.53%	39
2024 Q2	$417K	Buy	+8,382	New	+$416K	0.42%	36

Other funds holding PULS

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Cyr Financial's PULS Position: Q3 2026 in Review

Cyr Financial increased its PGIM Ultra Short Bond ETF (PULS) stake by 0.92% in Q3 2026, buying an estimated $2.98K and bringing the position to 6,585 shares worth $326K. The position accounts for 0.16% of the portfolio, ranked #47.

Cyr Financial first reported a position in PULS in Q2 2024 and has held it in 10 quarters since. The position peaked at $747K in Q4 2024. 155 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

Cyr Financial held 6,585 shares of PGIM Ultra Short Bond ETF worth $326K as of Q3 2026.
Cyr Financial bought 60 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $2.98K.
PGIM Ultra Short Bond ETF made up 0.16% of Cyr Financial's portfolio in Q3 2026, its #47 holding.
Cyr Financial first reported a position in PGIM Ultra Short Bond ETF in Q2 2024 and has held it in 10 quarters since.
Cyr Financial's PGIM Ultra Short Bond ETF position peaked at $747K in Q4 2024.
155 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Cyr Financial's 13F filing for Q3 2026, filed 16 Oct 2026.