First Citizens Bank & Trust’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.2M	Sell	385,331 -6,645	-2%	-$348K	0.3%	51
2026 Q1	$20.6M	Buy	391,976 +31,949	+9%	+$1.69M	0.43%	37
2025 Q4	$19M	Buy	360,027 +10,650	+3%	+$564K	0.4%	38
2025 Q3	$18.5M	Buy	349,377 +150	+0%	+$7.92K	0.4%	39
2025 Q2	$18.4M	Buy	349,227 +44,546	+15%	+$2.33M	0.33%	40
2025 Q1	$16M	Hold	304,681	–	–	0.41%	38
2024 Q4	$15.8M	Hold	304,681	–	–	0.29%	38
2024 Q3	$16M	Buy	+304,681	New	+$15.9M	0.35%	42
2022 Q1	–	Sell	-6,415	Closed	-$346K	–	446
2021 Q4	$346K	Buy	+6,415	New	+$347K	0.01%	275
2017 Q1	–	Sell	-7,484	Closed	-$393K	–	508
2016 Q4	$393K	Hold	7,484	–	–	0.04%	262
2016 Q3	$396K	Buy	+7,484	New	+$396K	0.04%	326

Other funds holding IGSB

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

First Citizens Bank & Trust reduced its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 1.7% in Q2 2026, selling an estimated $348K and leaving 385,331 shares worth $20.2M. The position accounts for 0.3% of the portfolio, ranked #51.

First Citizens Bank & Trust first reported a position in IGSB in Q3 2016 and has held it in 11 quarters since. The position peaked at $20.6M in Q1 2026. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

First Citizens Bank & Trust held 385,331 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $20.2M as of Q2 2026.
First Citizens Bank & Trust sold 6,645 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $348K.
iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.3% of First Citizens Bank & Trust's portfolio in Q2 2026, its #51 holding.
First Citizens Bank & Trust first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q3 2016 and has held it in 11 quarters since.
First Citizens Bank & Trust's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $20.6M in Q1 2026.
1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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