FCBT
TLT icon

First Citizens Bank & Trust’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

First Citizens Bank & Trust’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$58.4M Buy
675,969
+669,432
+10,241% +$57.5M 0.87% 19
2026
Q1 		$567K Buy
6,537
+531
+9% +$46.7K 0.01% 412
2025
Q4 		$523K Buy
6,006
+485
+9% +$43.4K 0.01% 433
2025
Q3 		$493K Buy
5,521
+2,343
+74% +$205K 0.01% 441
2025
Q2 		$280K Sell
3,178
-367
-10% -$32K 0.01% 542
2025
Q1 		$323K Buy
3,545
+823
+30% +$73.3K 0.01% 370
2024
Q4 		$238K Buy
2,722
+666
+32% +$61.3K ﹤0.01% 423
2024
Q3 		$202K Buy
+2,056
New +$198K ﹤0.01% 452
2024
Q2 		– Sell
-2,565
Closed -$243K – 471
2024
Q1 		$243K Buy
+2,565
New +$243K ﹤0.01% 397
2023
Q2 		– Sell
-2,410
Closed -$256K – 363
2023
Q1 		$256K Buy
+2,410
New +$252K 0.01% 291
2017
Q2 		– Sell
-1,702
Closed -$205K – 484
2017
Q1 		$205K Sell
1,702
-404
-19% -$48.5K 0.02% 453
2016
Q4 		$251K Buy
+2,106
New +$264K 0.03% 390

Other funds holding TLT

IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
BMC
Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return