Montecito Bank & Trust’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$1.26M	Buy	52,156 +2,365	+5%	+$57.3K	0.22%	104
2024 Q4	$1.2M	Buy	49,791 +5,093	+11%	+$123K	0.21%	111
2024 Q3	$1.09M	Buy	44,698 +14,712	+49%	+$358K	0.19%	124
2024 Q2	$714K	Buy	29,986 +13,235	+79%	+$315K	0.15%	135
2024 Q1	$400K	Buy	+16,751	New	+$400K	0.08%	204