Whittier Trust’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Whittier Trust’s Portfolio CIBR Stock Details CIBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$55.7K	Hold	600	–	–	﹤0.01%	858
2026 Q1	$38.5K	Hold	600	–	–	﹤0.01%	881
2025 Q4	$43.3K	Hold	600	–	–	﹤0.01%	901
2025 Q3	$46K	Hold	600	–	–	﹤0.01%	868
2025 Q2	$45.3K	Hold	600	–	–	﹤0.01%	955
2025 Q1	$37.8K	Hold	600	–	–	﹤0.01%	987
2024 Q4	$38.1K	Hold	600	–	–	﹤0.01%	981
2024 Q3	$35.5K	Hold	600	–	–	﹤0.01%	988
2024 Q2	$33.9K	Hold	600	–	–	﹤0.01%	988
2024 Q1	$33.8K	Hold	600	–	–	﹤0.01%	1011
2023 Q4	$32.3K	Sell	600 -350	-37%	-$16.9K	﹤0.01%	998
2023 Q3	$43.2K	Hold	950	–	–	﹤0.01%	954
2023 Q2	$43.1K	Sell	950 -1,065	-53%	-$45.1K	﹤0.01%	966
2023 Q1	$86.1K	Hold	2,015	–	–	﹤0.01%	849
2022 Q4	$78K	Hold	2,015	–	–	﹤0.01%	877
2022 Q3	$78K	Sell	2,015 -300	-13%	-$12.7K	﹤0.01%	864
2022 Q2	$93K	Sell	2,315 -50	-2%	-$2.24K	﹤0.01%	808
2022 Q1	$126K	Hold	2,365	–	–	﹤0.01%	766
2021 Q4	$125K	Buy	+2,365	New	+$124K	﹤0.01%	776

Other funds holding CIBR

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Whittier Trust's CIBR Position: Q2 2026 in Review

Whittier Trust held its First Trust NASDAQ Cybersecurity ETF (CIBR) position steady in Q2 2026 at 600 shares worth $55.7K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Whittier Trust first reported a position in CIBR in Q4 2021 and has held it in 19 quarters since. The position peaked at $126K in Q1 2022. 841 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

Whittier Trust held 600 shares of First Trust NASDAQ Cybersecurity ETF worth $55.7K as of Q2 2026.
Whittier Trust left its First Trust NASDAQ Cybersecurity ETF share count unchanged in Q2 2026.
First Trust NASDAQ Cybersecurity ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #858 holding.
Whittier Trust first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2021 and has held it in 19 quarters since.
Whittier Trust's First Trust NASDAQ Cybersecurity ETF position peaked at $126K in Q1 2022.
841 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.