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First Citizens Financial Corp’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

First Citizens Financial Corp’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
2024
Q1 		– Sell
-3,203
Closed -$263K – 114
2023
Q4 		$263K Hold
3,203
– – 0.17% 95
2023
Q3 		$259K Sell
3,203
-2,957
-48% -$239K 0.18% 93
2023
Q2 		$499K Buy
+6,160
New +$504K 0.34% 61
2022
Q4 		$1.1M Buy
+13,513
New +$1.1M 0.95% 28

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Citizens Financial Corp's SHY Position: Q1 2024 in Review

First Citizens Financial Corp sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2024, closing a stake of 3,203 shares — an estimated $263K sold.

First Citizens Financial Corp first reported a position in SHY in Q4 2022 and held it in 4 quarters. The position peaked at $1.1M in Q4 2022. 1,106 funds tracked by Wall St. Rank hold SHY as of Q1 2024.

  • First Citizens Financial Corp reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • First Citizens Financial Corp sold 3,203 iShares 1-3 Year Treasury Bond ETF shares in Q1 2024, an estimated $263K.
  • First Citizens Financial Corp first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 4 quarters.
  • First Citizens Financial Corp's iShares 1-3 Year Treasury Bond ETF position peaked at $1.1M in Q4 2022.
  • 1,106 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2024.

Based on First Citizens Financial Corp's 13F filing for Q1 2024, filed 31 May 2024.