MBT
IBDQ

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

Montecito Bank & Trust’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-54,228
Closed -$1.37M – 273
2025
Q3 		$1.37M Buy
+54,228
New +$1.36M 0.21% 111
2025
Q1 		$1.27M Buy
50,329
+2,270
+5% +$57K 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% +$354K 0.18% 126
2024
Q2 		$720K Buy
28,978
+12,686
+78% +$314K 0.15% 133
2024
Q1 		$404K Buy
+16,292
New +$403K 0.08% 199

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Montecito Bank & Trust's IBDQ Position: Q4 2025 in Review

Montecito Bank & Trust sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 54,228 shares — an estimated $1.37M sold.

Montecito Bank & Trust first reported a position in IBDQ in Q1 2024 and held it in 6 quarters. The position peaked at $1.37M in Q3 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Montecito Bank & Trust reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Montecito Bank & Trust sold 54,228 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $1.37M.
  • Montecito Bank & Trust first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2024 and held it in 6 quarters.
  • Montecito Bank & Trust's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $1.37M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Montecito Bank & Trust's 13F filing for Q4 2025, filed 9 Jan 2026.