First Citizens Bank & Trust’s Vanguard Short-Term Bond ETF BSV Stock Holding History

First Citizens Bank & Trust’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$423K	Buy	+5,423	New	+$423K	0.01%	498
2023 Q3	–	Sell	-9,710	Closed	-$734K	–	349
2023 Q2	$734K	Sell	9,710 -38,228	-80%	-$2.91M	0.01%	218
2023 Q1	$3.67M	Buy	47,938 +36,515	+320%	+$2.77M	0.07%	102
2022 Q4	$859K	Sell	11,423 -33,785	-75%	-$2.53M	0.03%	185
2022 Q3	$3.38M	Buy	45,208 +34,271	+313%	+$2.62M	0.11%	85
2022 Q2	$840K	Buy	10,937 +3,294	+43%	+$254K	0.03%	179
2022 Q1	$595K	Buy	+7,643	New	+$607K	0.02%	214
2020 Q4	–	Sell	-5,586	Closed	-$464K	–	375
2020 Q3	$464K	Sell	5,586 -15,228	-73%	-$1.27M	0.03%	215
2020 Q2	$1.73M	Buy	20,814 +2,163	+12%	+$179K	0.14%	130
2020 Q1	$1.53M	Buy	18,651 +2,492	+15%	+$202K	0.19%	120
2019 Q4	$1.3M	Buy	16,159 +8,565	+113%	+$691K	0.13%	146
2019 Q3	$614K	Sell	7,594 -7,015	-48%	-$566K	0.07%	214
2019 Q2	$1.18M	Buy	14,609 +3,616	+33%	+$288K	0.13%	176
2019 Q1	$875K	Sell	10,993 -2,109	-16%	-$166K	0.1%	195
2018 Q4	$1.03M	Sell	13,102 -5,457	-29%	-$426K	0.13%	169
2018 Q3	$1.45M	Sell	18,559 -2,845	-13%	-$222K	0.16%	162
2018 Q2	$1.67M	Buy	21,404 +6,508	+44%	+$508K	0.21%	135
2018 Q1	$1.17M	Sell	14,896 -168	-1%	-$13.2K	0.16%	155
2017 Q4	$1.19M	Sell	15,064 -76	-0.5%	-$6.04K	0.16%	145
2017 Q3	$1.21M	Sell	15,140 -303	-2%	-$24.2K	0.16%	144
2017 Q2	$1.23M	Buy	15,443 +2,845	+23%	+$227K	0.16%	148
2017 Q1	$1M	Buy	12,598 +9,376	+291%	+$746K	0.12%	168
2016 Q4	$256K	Buy	+3,222	New	+$258K	0.03%	384

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Citizens Bank & Trust's BSV Position: Q2 2026 in Review

First Citizens Bank & Trust opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 5,423 shares worth $423K. The stake represents 0.01% of the portfolio and ranks #498 among its holdings. This is a return to the name: First Citizens Bank & Trust previously reported a position in BSV as recently as Q2 2023.

First Citizens Bank & Trust first reported a position in BSV in Q4 2016 and has held it in 23 quarters since. The position peaked at $3.67M in Q1 2023. 243 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

First Citizens Bank & Trust held 5,423 shares of Vanguard Short-Term Bond ETF worth $423K as of Q2 2026.
Vanguard Short-Term Bond ETF was a new First Citizens Bank & Trust position in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #498 holding.
First Citizens Bank & Trust first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 23 quarters since.
First Citizens Bank & Trust's Vanguard Short-Term Bond ETF position peaked at $3.67M in Q1 2023.
243 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.