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First Citizens Bank & Trust’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

First Citizens Bank & Trust’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,368
Closed -$1.15M – 631
2025
Q1 		$1.15M Buy
+10,368
New +$1.14M 0.03% 230

Other funds holding SHV

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Morgan Stanley
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

First Citizens Bank & Trust's SHV Position: Q2 2025 in Review

First Citizens Bank & Trust sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2025, closing a stake of 10,368 shares — an estimated $1.15M sold.

First Citizens Bank & Trust first reported a position in SHV in Q1 2025 and held it in 1 quarter. The position peaked at $1.15M in Q1 2025. 713 funds tracked by Wall St. Rank hold SHV as of Q2 2025.

  • First Citizens Bank & Trust reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • First Citizens Bank & Trust sold 10,368 iShares 0-1 Year Treasury Bond ETF shares in Q2 2025, an estimated $1.15M.
  • First Citizens Bank & Trust first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • First Citizens Bank & Trust's iShares 0-1 Year Treasury Bond ETF position peaked at $1.15M in Q1 2025.
  • 713 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2025.

Based on First Citizens Bank & Trust's 13F filing for Q2 2025, filed 30 Jul 2025.