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First Citizens Bank & Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

First Citizens Bank & Trust’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6,302
Closed -$585K – 392
2020
Q4 		$585K Buy
6,302
+1,274
+25% +$119K 0.03% 203
2020
Q3 		$470K Buy
+5,028
New +$471K 0.03% 214

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

First Citizens Bank & Trust's BIV Position: Q1 2021 in Review

First Citizens Bank & Trust sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q1 2021, closing a stake of 6,302 shares — an estimated $585K sold.

First Citizens Bank & Trust first reported a position in BIV in Q3 2020 and held it in 2 quarters. The position peaked at $585K in Q4 2020. 626 funds tracked by Wall St. Rank hold BIV as of Q1 2021.

  • First Citizens Bank & Trust reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • First Citizens Bank & Trust sold 6,302 Vanguard Intermediate-Term Bond ETF shares in Q1 2021, an estimated $585K.
  • First Citizens Bank & Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2020 and held it in 2 quarters.
  • First Citizens Bank & Trust's Vanguard Intermediate-Term Bond ETF position peaked at $585K in Q4 2020.
  • 626 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q1 2021.

Based on First Citizens Bank & Trust's 13F filing for Q1 2021, filed 14 Apr 2021.