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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

JBGlobal.com New York $114M AUM 14.03% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return