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Schedule HC-B: Securities Guide

Form: FR Y-9C (Consolidated Financial Statements for Holding Companies) Schedule: HC-B - Securities Frequency: Quarterly Purpose: Detail all debt securities (and selected equity disclosures) held by the BHC


Overview

Schedule HC-B provides a comprehensive breakdown of the institution's securities portfolio by: - Security Type: Treasury, U.S. agency, munis, MBS, ABS, structured products, other debt - Accounting Classification: Held-to-Maturity (HTM) vs. Available-for-Sale (AFS) - Valuation Basis: Amortized cost and fair value for each classification

Accounting Classifications

Classification Carrying Value Unrealized G/L Treatment
HTM Amortized cost Not recognized until sale (FV disclosed)
AFS Fair value AOCI (equity)
Equity (M.5) Fair value Income statement (ASU 2016-01)

Column Scheme (CURRENT FORM)

The current FR Y-9C HC-B reports four columns for each line item, in this order:

COLUMN A: Held-to-maturity  — AMORTIZED COST   (carrying value of HTM)
COLUMN B: Held-to-maturity  — FAIR VALUE       (disclosure only)
COLUMN C: Available-for-sale — AMORTIZED COST   (cost basis of AFS)
COLUMN D: Available-for-sale — FAIR VALUE       (carrying value of AFS)

Verified against item 1 (A=BHCK0211 HTM amortized cost, B=BHCK0213 HTM fair value, C=BHCK1286 AFS amortized cost, D=BHCK1287 AFS fair value) and item 8 totals (A=BHCK1754 HTM total, B=BHCK1771 HTM FV total, C=BHCK1772 AFS amortized-cost total, D=BHCT1773 AFS FV total).

CSV layout note: the companion csv/HC_B_SECURITIES.csv carries four MDRM columns named mdrm_afs_amortized_cost, mdrm_afs_fair_value, mdrm_htm_amortized_cost, mdrm_htm_fair_value. These are mapped by meaning, not by form column position: - mdrm_htm_amortized_cost ← Column A - mdrm_htm_fair_value ← Column B - mdrm_afs_amortized_cost ← Column C - mdrm_afs_fair_value ← Column D


Schedule Structure

COLUMN A: HTM Amortized Cost  → item 8 col A (BHCK1754) ties to HC item 2.a
COLUMN B: HTM Fair Value      (disclosure only)
COLUMN C: AFS Amortized Cost
COLUMN D: AFS Fair Value      → item 8 col D (BHCT1773) ties to HC item 2.b

ROW ITEMS:
├── Item 1: U.S. Treasury securities
├── Item 2: U.S. government agency obligations (exclude MBS)
├── Item 3: Securities issued by states and political subdivisions in the U.S. (munis)
├── Item 4: Mortgage-backed securities (MBS)
│   ├── 4.a: Residential MBS pass-through securities
│   │   ├── 4.a.(1): Guaranteed by GNMA
│   │   ├── 4.a.(2): Issued by FNMA and FHLMC
│   │   ├── 4.a.(3): Other pass-through securities
│   │   └── 4.a.(4): Guaranteed by GNMA, issued by FNMA/FHLMC, and other pass-through
│   ├── 4.b: Other residential MBS (CMOs, REMICs, stripped MBS)
│   │   ├── 4.b.(1): Issued or guaranteed by U.S. Gov agencies or sponsored agencies
│   │   ├── 4.b.(2): Collateralized by agency/GSE MBS
│   │   └── 4.b.(3): All other residential MBS
│   └── 4.c: Commercial MBS
│       ├── 4.c.(1): Pass-through
│       │   ├── (a): Issued or guaranteed by FNMA, FHLMC, or GNMA
│       │   └── (b): Other pass-through securities
│       └── 4.c.(2): Other commercial MBS
│           ├── (a): Issued or guaranteed by U.S. Gov agencies or sponsored agencies
│           └── (b): All other commercial MBS
├── Item 5: Asset-backed securities and structured financial products
│   ├── 5.a: Asset-backed securities (ABS)
│   └── 5.b: Structured financial products
├── Item 6: Other debt securities
│   ├── 6.a: Other domestic debt securities
│   └── 6.b: Other foreign debt securities
├── Item 7: Unallocated portfolio layer fair value hedge basis adjustments
└── Item 8: TOTAL (sum of items 1 through 7)

Detailed Line Item Analysis

(Tables list MDRM codes by form column: A = HTM amortized cost, B = HTM fair value, C = AFS amortized cost, D = AFS fair value.)

Item 1: U.S. Treasury Securities

Column MDRM Description
A (HTM Cost) BHCK0211 HTM Treasuries at amortized cost
B (HTM FV) BHCK0213 HTM Treasuries at fair value
C (AFS Cost) BHCK1286 AFS Treasuries at amortized cost
D (AFS FV) BHCK1287 AFS Treasuries at fair value

Characteristics: Zero credit risk (U.S. government backing); highly liquid; LCR Level 1 HQLA.


Item 2: U.S. Government Agency Obligations (Excluding MBS)

Column MDRM Description
A (HTM Cost) BHCKHT50 HTM agency obligations at amortized cost
B (HTM FV) BHCKHT51 HTM agency obligations at fair value
C (AFS Cost) BHCKHT52 AFS agency obligations at amortized cost
D (AFS FV) BHCKHT53 AFS agency obligations at fair value

Includes: FHLB debentures, SBA securities, TVA bonds, and other non-MBS agency obligations. Excludes: All MBS (reported in item 4).

Code history: the current form uses BHCKHT50–HT53 (open since 2018-06-30). These replaced the retired pairs BHCK1289/1290 (HTM, closed 2018-03-31). The old repo build used BHCKJF77/JF78 for AFS agency — those codes actually mean "Total assets/liabilities of ABCP conduit VIEs" and were a concept error, now corrected.


Item 3: Securities Issued by States and Political Subdivisions in the U.S.

Column MDRM Description
A (HTM Cost) BHCK8496 HTM munis at amortized cost
B (HTM FV) BHCK8497 HTM munis at fair value
C (AFS Cost) BHCK8498 AFS munis at amortized cost
D (AFS FV) BHCK8499 AFS munis at fair value

Tax Treatment: Generally tax-exempt for federal income tax purposes. Placement note: On the current form, municipals are item 3. (The old repo layout incorrectly placed munis at item 7.)


Item 4: Mortgage-Backed Securities

Item 4.a: Residential MBS Pass-Through Securities

Line Description A (HTM Cost) B (HTM FV) C (AFS Cost) D (AFS FV)
4.a.(1) Guaranteed by GNMA BHCKG300 BHCKG301 BHCKG302 BHCKG303
4.a.(2) Issued by FNMA and FHLMC BHCKG304 BHCKG305 BHCKG306 BHCKG307
4.a.(3) Other pass-through securities BHCKG308 BHCKG309 BHCKG310 BHCKG311
4.a.(4) Guaranteed by GNMA, issued by FNMA/FHLMC, and other pass-through BHCKKX52 BHCKKX53 BHCKKX54 BHCKKX55

Item 4.b: Other Residential MBS (CMOs, REMICs, Stripped MBS)

Line Description A (HTM Cost) B (HTM FV) C (AFS Cost) D (AFS FV)
4.b.(1) Issued or guaranteed by U.S. Gov agencies/sponsored agencies BHCKG312 BHCKG313 BHCKG314 BHCKG315
4.b.(2) Collateralized by agency/GSE MBS BHCKG316 BHCKG317 BHCKG318 BHCKG319
4.b.(3) All other residential MBS BHCKG320 BHCKG321 BHCKG322 BHCKG323

Item 4.c: Commercial MBS

Line Description A (HTM Cost) B (HTM FV) C (AFS Cost) D (AFS FV)
4.c.(1)(a) Pass-through: Issued/guaranteed by FNMA, FHLMC, or GNMA BHCKK142 BHCKK143 BHCKK144 BHCKK145
4.c.(1)(b) Pass-through: Other BHCKK146 BHCKK147 BHCKK148 BHCKK149
4.c.(2)(a) Other CMBS: Issued/guaranteed by U.S. Gov agencies/sponsored agencies BHCKK150 BHCKK151 BHCKK152 BHCKK153
4.c.(2)(b) Other CMBS: All other BHCKK154 BHCKK155 BHCKK156 BHCKK157

Item 5: Asset-Backed Securities and Structured Financial Products

Line Description A (HTM Cost) B (HTM FV) C (AFS Cost) D (AFS FV)
5.a Asset-backed securities (ABS) BHCKC026 BHCKC988 BHCKC989 BHCKC027
5.b Structured financial products BHCKHT58 BHCKHT59 BHCKHT60 BHCKHT61

ABS sub-detail by underlying asset is reported in Memorandum 5; SFP sub-detail by collateral in Memorandum 6.


Item 6: Other Debt Securities

Line Description A (HTM Cost) B (HTM FV) C (AFS Cost) D (AFS FV)
6.a Other domestic debt securities BHCK1737 BHCK1738 BHCK1739 BHCK1741
6.b Other foreign debt securities BHCK1742 BHCK1743 BHCK1744 BHCK1746

Includes: Corporate bonds, sovereign/foreign government debt, and other non-government debt.


Item 7: Unallocated Portfolio Layer Fair Value Hedge Basis Adjustments

Column MDRM Description
(single cell) BHCKMG95 Unallocated portfolio layer fair value hedge basis adjustments

Item 7 has only one reported cell (BHCKMG95, open since 2022-09-30). It captures basis adjustments from portfolio-layer fair-value hedges (ASU 2022-01) not allocated to individual securities. Columns B/C/D are not applicable.


Item 8: Total Securities (Sum of Items 1 through 7)

Column MDRM Description Ties To
A (HTM Cost) BHCK1754 Total HTM amortized cost HC item 2.a
B (HTM FV) BHCK1771 Total HTM fair value -
C (AFS Cost) BHCK1772 Total AFS amortized cost -
D (AFS FV) BHCT1773 Total AFS fair value HC item 2.b

Reconciliation:

Item 8 = Sum(Items 1-7) for each column.

Schedule HC ties:
HC item 2.a (Held-to-maturity securities) = HC-B item 8, Column A (BHCK1754)
HC item 2.b (Available-for-sale securities) = HC-B item 8, Column D (BHCT1773)


Memoranda Items

M.1: Pledged Securities

MDRM Description
BHCK0416 Pledged securities (single cell)

Securities encumbered as collateral for public deposits, repo agreements, FHLB advances, derivative margin, etc.

M.2: Maturity / Repricing Distribution

Line MDRM Description
M.2.a BHCK0383 Remaining maturity (or repricing) of one year or less
M.2.b BHCK0384 Over one year through five years
M.2.c BHCK0387 Over five years

Each is a single cell. (The PDF parse garbled the M.2.a caption — reconstructed from MDRM item_name "Securities maturing in one year or less".)

M.3: HTM Sold/Transferred to AFS or Trading (YTD)

MDRM Description
BHCK1778 Amortized cost (at date of sale/transfer) of HTM securities sold or transferred to AFS or trading during the calendar year-to-date (single cell)

M.4: Structured Notes

Line MDRM Description
M.4.a BHCK8782 Structured notes — amortized cost
M.4.b BHCK8783 Structured notes — fair value

M.5: Asset-Backed Securities by Underlying Assets

Line Description A (HTM Cost) B (HTM FV) C (AFS Cost) D (AFS FV)
M.5.a Credit card receivables BHCKB838 BHCKB839 BHCKB840 BHCKB841
M.5.b Home equity lines BHCKB842 BHCKB843 BHCKB844 BHCKB845
M.5.c Automobile loans BHCKB846 BHCKB847 BHCKB848 BHCKB849
M.5.d Other consumer loans BHCKB850 BHCKB851 BHCKB852 BHCKB853
M.5.e Commercial and industrial loans BHCKB854 BHCKB855 BHCKB856 BHCKB857
M.5.f Other BHCKB858 BHCKB859 BHCKB860 BHCKB861

These memoranda decompose the item 5.a ABS aggregate by collateral type.

M.6: Structured Financial Products by Underlying Collateral or Reference Assets

Line Description A (HTM Cost) B (HTM FV) C (AFS Cost) D (AFS FV)
M.6.a Trust preferred securities issued by financial institutions BHCKG348 BHCKG349 BHCKG350 BHCKG351
M.6.b Trust preferred securities issued by REITs BHCKG352 BHCKG353 BHCKG354 BHCKG355
M.6.c Corporate and similar loans BHCKG356 BHCKG357 BHCKG358 BHCKG359
M.6.d 1-4 family residential MBS issued/guaranteed by GSEs BHCKG360 BHCKG361 BHCKG362 BHCKG363
M.6.e 1-4 family residential MBS not issued/guaranteed by GSEs BHCKG364 BHCKG365 BHCKG366 BHCKG367
M.6.f Diversified (mixed) pools of structured financial products BHCKG368 BHCKG369 BHCKG370 BHCKG371
M.6.g Other collateral or reference assets BHCKG372 BHCKG373 BHCKG374 BHCKG375

These memoranda decompose the item 5.b structured financial products by collateral.

M.7: Structured Financial Products Guaranteed by U.S. Government Agencies/Sponsored Agencies (in item 5.b)

Column MDRM Description
A (HTM Cost) BHCKPU98 HTM amortized cost
B (HTM FV) BHCKPU99 HTM fair value
C (AFS Cost) BHCKPV00 AFS amortized cost
D (AFS FV) BHCKPV01 AFS fair value

New current-form item effective 2026-03-31 (BHCKPU98–PV01 open 3/31/2026). It carves out the agency-guaranteed portion already included in item 5.b. Not yet present in the warehouse (data ends 2025Q4).

Equity securities with readily determinable fair values are reported on Schedule HC line 2.c via BHCKJA22 (open since 2018-03-31, ASU 2016-01: fair value through income). They are not a numbered HC-B item but tie the securities portfolio to HC item 2.c.


Reconciliation Hierarchy

SCHEDULE HC-B                              SCHEDULE HC
═══════════════════════════════════════════════════════════════════════

Item 8, Column A (HTM amort cost)  ──────► HC item 2.a (Held-to-maturity securities)
BHCK1754                                    BHCK1754

Item 8, Column D (AFS fair value)  ──────► HC item 2.b (Available-for-sale securities)
BHCT1773                                    BHCT1773

Equity securities (BHCKJA22)       ──────► HC item 2.c (Equity securities with
                                            readily determinable fair values)


SCHEDULE HC-B                              SCHEDULE HC-R (Capital)
═══════════════════════════════════════════════════════════════════════

Total Securities                   ──────► Part II: Risk-Weighted Assets
                                            (by risk-weight category)

Risk Weight Mapping (Basel III)

Security Type Risk Weight HQLA Category
U.S. Treasury 0% Level 1
GNMA MBS 0% Level 1
GSE Debt & MBS 20% Level 2A
Munis (General Obligation) 20% Level 2B (if liquid)
Investment Grade Corporate 100% Level 2B (if liquid)
Non-Agency MBS 100% Not HQLA
Below IG Corporate 150% Not HQLA

Key Analytical Ratios

Portfolio Composition

Treasury % = Item 1 / Item 8
Agency % = (Item 2 + 4.a + 4.b.(1) + 4.b.(2) + 4.c agency lines) / Item 8
Non-Agency % = (4.b.(3) + 4.c.(2)(b)) / Item 8
ABS+SFP % = Item 5 / Item 8

HTM vs. AFS Mix

HTM % = Item 8 Col A (BHCK1754) / (Col A + Col C cost totals)
- Higher HTM % = more locked-in positions, less AOCI volatility
- Lower HTM % = more mark-to-market exposure flowing through AOCI

Unrealized Gain/Loss

AFS Unrealized = AFS Fair Value - AFS Amortized Cost = BHCT1773 - BHCK1772 (flows to AOCI)
HTM Unrealized = HTM Fair Value - HTM Amortized Cost = BHCK1771 - BHCK1754 (disclosed, not recognized)

Historical Changes

Date Change
1994-03-31 FAS 115 - AFS/HTM classification; Treasury, totals (0211/0213/1286/1287/1754) introduced
2001-03-31 ABS, munis, other domestic/foreign debt granular codes (8496-8499, 1737-1746, B838-B861)
2006-03-31 ABS aggregate cost/FV codes (C026/C027/C988/C989)
2009-06-30 MBS and SFP-by-collateral granular breakdown (G300+ residential MBS, G348-G375 SFP)
2011-03-31 Commercial MBS pass-through / other breakdown (K142-K157)
2018-03-31 ASU 2016-01 - equity securities at fair value through income (BHCKJA22)
2018-06-30 Agency obligations re-coded to BHCKHT50-53; structured financial products HT58-61
2019-12-31 Combined residential pass-through line BHCKKX52-55 (item 4.a.(4))
2022-09-30 Item 7 added: unallocated portfolio layer FV hedge basis adjustments (BHCKMG95)
2026-03-31 M.7 added: agency-guaranteed SFP within item 5.b (BHCKPU98-PV01)

MDRM Quick Reference — Column D (AFS Fair Value, carrying value of AFS)

Item MDRM Description
1 BHCK1287 U.S. Treasury
2 BHCKHT53 U.S. agency obligations (non-MBS)
3 BHCK8499 Munis
4.a.(1) BHCKG303 Residential pass-through - GNMA
4.a.(2) BHCKG307 Residential pass-through - FNMA/FHLMC
4.a.(3) BHCKG311 Residential pass-through - Other
4.a.(4) BHCKKX55 Residential pass-through - combined
4.b.(1) BHCKG315 Other residential - agency/GSE
4.b.(2) BHCKG319 Other residential - agency-collateralized
4.b.(3) BHCKG323 Other residential - non-agency
4.c.(1)(a) BHCKK145 Commercial pass-through - agency
4.c.(1)(b) BHCKK149 Commercial pass-through - other
4.c.(2)(a) BHCKK153 Other CMBS - agency/GSE
4.c.(2)(b) BHCKK157 Other CMBS - non-agency
5.a BHCKC027 ABS
5.b BHCKHT61 Structured financial products
6.a BHCK1741 Other domestic debt
6.b BHCK1746 Other foreign debt
7 (n/a) Hedge basis adj. (single cell BHCKMG95)
8 BHCT1773 TOTAL AFS FAIR VALUE → HC 2.b

Last Updated: 2026-06-11 Reference: FR Y-9C Instructions (March 2026)