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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

First Citizens Bank & Trust increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 153% in Q2 2026, buying an estimated $8.92M and bringing the position to 179,273 shares worth $14.7M. The position accounts for 0.22% of the portfolio, ranked #71.

First Citizens Bank & Trust first reported a position in SHY in Q2 2018 and has held it in 11 quarters since. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

First Citizens Bank & Trust held 179,273 shares of iShares 1-3 Year Treasury Bond ETF worth $14.7M as of Q2 2026.
First Citizens Bank & Trust bought 108,515 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.92M.
iShares 1-3 Year Treasury Bond ETF made up 0.22% of First Citizens Bank & Trust's portfolio in Q2 2026, its #71 holding.
First Citizens Bank & Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2018 and has held it in 11 quarters since.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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