First Citizens Bank & Trust’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
3,178
-367
| -10% | -$32.4K | 0.01% | 542 |
|
|
2025
Q1 | $323K | Buy |
3,545
+823
| +30% | +$74.9K | 0.01% | 370 |
|
|
2024
Q4 | $238K | Buy |
2,722
+666
| +32% | +$58.2K | ﹤0.01% | 423 |
|
|
2024
Q3 | $202K | Buy |
+2,056
| New | +$202K | ﹤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 | +$256K | 0.01% | 291 |
|
|
2017
Q2 | – | Sell |
-1,702
| Closed | -$205K | – | 484 |
|
|
2017
Q1 | $205K | Sell |
1,702
-404
| -19% | -$48.7K | 0.02% | 453 |
|
|
2016
Q4 | $251K | Buy |
+2,106
| New | +$251K | 0.03% | 390 |
|