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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

First Citizens Bank & Trust increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 10,241% in Q2 2026, buying an estimated $57.5M and bringing the position to 675,969 shares worth $58.4M. The position accounts for 0.87% of the portfolio, ranked #19.

First Citizens Bank & Trust first reported a position in TLT in Q4 2016 and has held it in 12 quarters since. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

First Citizens Bank & Trust held 675,969 shares of iShares 20+ Year Treasury Bond ETF worth $58.4M as of Q2 2026.
First Citizens Bank & Trust bought 669,432 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $57.5M.
iShares 20+ Year Treasury Bond ETF made up 0.87% of First Citizens Bank & Trust's portfolio in Q2 2026, its #19 holding.
First Citizens Bank & Trust first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2016 and has held it in 12 quarters since.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

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