Montecito Bank & Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$15.7M	Buy	205,405 +3,328	+2%	+$255K	2.78%	4
2024 Q4	$15.1M	Buy	202,077 +2,673	+1%	+$200K	2.62%	4
2024 Q3	$15.6M	Buy	+199,404	New	+$15.6M	2.66%	4
2017 Q1	–	Sell	-1,319	Closed	-$110K	–	199
2016 Q4	$110K	Buy	+1,319	New	+$110K	0.04%	215