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

Montecito Bank & Trust’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.94M Buy
79,909
+1,933
+2% +$46.8K 0.29% 80
2026
Q1 		$1.89M Buy
77,976
+5,735
+8% +$139K 0.31% 71
2025
Q4 		$1.75M Buy
72,241
+7,741
+12% +$188K 0.28% 82
2025
Q3 		$1.57M Buy
+64,500
New +$1.56M 0.24% 93
2025
Q1 		$1.26M Buy
52,156
+2,365
+5% +$57.1K 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% +$354K 0.19% 124
2024
Q2 		$714K Buy
29,986
+13,235
+79% +$314K 0.15% 135
2024
Q1 		$400K Buy
+16,751
New +$399K 0.08% 204

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Montecito Bank & Trust's IBDR Position: Q2 2026 in Review

Montecito Bank & Trust increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 2.5% in Q2 2026, buying an estimated $46.8K and bringing the position to 79,909 shares worth $1.94M. The position accounts for 0.29% of the portfolio, ranked #80.

Montecito Bank & Trust first reported a position in IBDR in Q1 2024 and has held it in 9 quarters since. 75 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Montecito Bank & Trust held 79,909 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.94M as of Q2 2026.
  • Montecito Bank & Trust bought 1,933 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $46.8K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.29% of Montecito Bank & Trust's portfolio in Q2 2026, its #80 holding.
  • Montecito Bank & Trust first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.