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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
Q3 		$3.78M Buy
76,427
+17,347
+29% +$861K 1.59% 20
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
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
Valeo Financial Advisors
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
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $863M AUM
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Persium Advisors
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
MBM Wealth Consultants
MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

First Citizens Financial Corp's PULS Position: Q3 2026 in Review

First Citizens Financial Corp increased its PGIM Ultra Short Bond ETF (PULS) stake by 29% in Q3 2026, buying an estimated $861K and bringing the position to 76,427 shares worth $3.78M. The position accounts for 1.59% of the portfolio, ranked #20.

First Citizens Financial Corp first reported a position in PULS in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.89M in Q4 2024. 155 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • First Citizens Financial Corp held 76,427 shares of PGIM Ultra Short Bond ETF worth $3.78M as of Q3 2026.
  • First Citizens Financial Corp bought 17,347 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $861K.
  • PGIM Ultra Short Bond ETF made up 1.59% of First Citizens Financial Corp's portfolio in Q3 2026, its #20 holding.
  • First Citizens Financial Corp first reported a position in PGIM Ultra Short Bond ETF in Q1 2021 and has held it in 22 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 Q3 2026.

Based on First Citizens Financial Corp's 13F filing for Q3 2026, filed 2 Oct 2026.