First Citizens Bank & Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.7M	Buy	179,273 +108,515	+153%	+$8.92M	0.22%	71
2026 Q1	$5.84M	Sell	70,758 -1,980	-3%	-$164K	0.12%	104
2025 Q4	$6.02M	Buy	72,738 +5,643	+8%	+$468K	0.13%	107
2025 Q3	$5.57M	Buy	+67,095	New	+$5.55M	0.12%	111
2023 Q1	–	Sell	-5,175	Closed	-$420K	–	340
2022 Q4	$420K	Sell	5,175 -12,335	-70%	-$1M	0.01%	232
2022 Q3	$1.42M	Buy	+17,510	New	+$1.44M	0.05%	155
2020 Q4	–	Sell	-2,744	Closed	-$237K	–	405
2020 Q3	$237K	Buy	+2,744	New	+$237K	0.02%	308
2019 Q2	–	Sell	-3,140	Closed	-$264K	–	436
2019 Q1	$264K	Sell	3,140 -882	-22%	-$73.8K	0.03%	370
2018 Q4	$336K	Sell	4,022 -36	-0.9%	-$2.99K	0.04%	266
2018 Q3	$337K	Buy	4,058 +144	+4%	+$12K	0.04%	296
2018 Q2	$326K	Buy	+3,914	New	+$326K	0.04%	313

Other funds holding SHY

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

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

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return