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Montecito Bank & Trust’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Montecito Bank & Trust’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-36,853
Closed -$929K – 287
2024
Q3 		$929K Buy
36,853
+14,081
+62% +$354K 0.16% 142
2024
Q2 		$572K Buy
22,772
+6,853
+43% +$172K 0.12% 164
2024
Q1 		$399K Buy
+15,919
New +$398K 0.08% 205

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Montecito Bank & Trust's IBDP Position: Q4 2024 in Review

Montecito Bank & Trust sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 36,853 shares — an estimated $929K sold.

Montecito Bank & Trust first reported a position in IBDP in Q1 2024 and held it in 3 quarters. The position peaked at $929K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Montecito Bank & Trust reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Montecito Bank & Trust sold 36,853 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $929K.
  • Montecito Bank & Trust first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2024 and held it in 3 quarters.
  • Montecito Bank & Trust's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $929K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Montecito Bank & Trust's 13F filing for Q4 2024, filed 21 Jan 2025.