First Citizens Financial Corp’s PGIM Ultra Short Bond ETF PULS Stock Holding History

First Citizens Financial Corp’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 Q2	$2.93M	Sell	59,080 -5,068	-8%	-$252K	1.22%	23
2026 Q1	$3.18M	Buy	64,148 +32,446	+102%	+$1.61M	1.5%	18
2025 Q4	$1.57M	Buy	31,702 +1,916	+6%	+$95.3K	0.78%	38
2025 Q3	$1.48M	Sell	29,786 -413	-1%	-$20.5K	0.73%	40
2025 Q2	$1.5M	Sell	30,199 -24,631	-45%	-$1.22M	0.83%	33
2025 Q1	$2.73M	Sell	54,830 -43,905	-44%	-$2.18M	1.54%	19
2024 Q4	$4.89M	Buy	98,735 +10,343	+12%	+$514K	2.66%	11
2024 Q3	$4.4M	Buy	88,392 +56,321	+176%	+$2.8M	2.33%	14
2024 Q2	$1.59M	Sell	32,071 -2,057	-6%	-$102K	0.94%	29
2024 Q1	$1.7M	Sell	34,128 -1,929	-5%	-$95.6K	1.01%	29
2023 Q4	$1.78M	Buy	36,057 +5,076	+16%	+$251K	1.14%	25
2023 Q3	$1.53M	Buy	30,981 +17,468	+129%	+$862K	1.08%	27
2023 Q2	$668K	Buy	+13,513	New	+$666K	0.45%	47
2022 Q4	$739K	Buy	15,041 +2,659	+21%	+$130K	0.64%	35
2022 Q3	$608K	Sell	12,382 -391	-3%	-$19.2K	0.6%	35
2022 Q2	$627K	Sell	12,773 -9,664	-43%	-$475K	0.55%	39
2022 Q1	$1.1M	Sell	22,437 -35,608	-61%	-$1.76M	0.83%	26
2021 Q4	$2.87M	Buy	58,045 +51,407	+774%	+$2.55M	2.1%	14
2021 Q3	$330K	Sell	6,638 -2,029	-23%	-$101K	0.26%	72
2021 Q2	$431K	Buy	8,667 +4,613	+114%	+$230K	0.33%	64
2021 Q1	$202K	Buy	+4,054	New	+$202K	0.16%	105

Other funds holding PULS

Crane Advisory Fullerton, California $697M AUM 12.55% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MWC

MBM Wealth Consultants Chesterfield, Missouri $519M AUM 16.88% 1-Year Est. Return

EFG

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

IWMWV

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

First Citizens Financial Corp's PULS Position: Q2 2026 in Review

First Citizens Financial Corp reduced its PGIM Ultra Short Bond ETF (PULS) stake by 7.9% in Q2 2026, selling an estimated $252K and leaving 59,080 shares worth $2.93M. The position accounts for 1.22% of the portfolio, ranked #23.

First Citizens Financial Corp first reported a position in PULS in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.89M in Q4 2024. 155 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

First Citizens Financial Corp held 59,080 shares of PGIM Ultra Short Bond ETF worth $2.93M as of Q2 2026.
First Citizens Financial Corp sold 5,068 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $252K.
PGIM Ultra Short Bond ETF made up 1.22% of First Citizens Financial Corp's portfolio in Q2 2026, its #23 holding.
First Citizens Financial Corp first reported a position in PGIM Ultra Short Bond ETF in Q1 2021 and has held it in 21 quarters since.
First Citizens Financial Corp's PGIM Ultra Short Bond ETF position peaked at $4.89M in Q4 2024.
155 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.