Montecito Bank & Trust’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$1.27M	Buy	50,329 +2,270	+5%	+$57.1K	0.22%	103
2024 Q4	$1.2M	Buy	48,059 +4,895	+11%	+$123K	0.21%	110
2024 Q3	$1.08M	Buy	43,164 +14,186	+49%	+$356K	0.18%	126
2024 Q2	$720K	Buy	28,978 +12,686	+78%	+$315K	0.15%	133
2024 Q1	$404K	Buy	+16,292	New	+$404K	0.08%	199