Montecito Bank & Trust
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Montecito Bank & Trust’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Montecito Bank & Trust’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.77M Buy
73,360
+376
+0.5% +$9.08K 0.27% 87
2026
Q2 		$1.77M Buy
72,984
+281
+0.4% +$6.8K 0.26% 88
2026
Q1 		$1.76M Buy
72,703
+5,729
+9% +$139K 0.29% 78
2025
Q4 		$1.63M Buy
66,974
+7,724
+13% +$188K 0.26% 90
2025
Q3 		$1.44M Buy
+59,250
New +$1.44M 0.22% 103
2025
Q1 		$1.23M Buy
50,993
+2,365
+5% +$56.9K 0.22% 107
2024
Q4 		$1.17M Buy
48,628
+5,101
+12% +$123K 0.2% 114
2024
Q3 		$1.06M Buy
43,527
+14,698
+51% +$354K 0.18% 129
2024
Q2 		$684K Buy
28,829
+12,224
+74% +$289K 0.14% 141
2024
Q1 		$395K Buy
+16,605
New +$395K 0.08% 207

Other funds holding IBDS

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Montecito Bank & Trust's IBDS Position: Q3 2026 in Review

Montecito Bank & Trust increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.52% in Q3 2026, buying an estimated $9.08K and bringing the position to 73,360 shares worth $1.77M. The position accounts for 0.27% of the portfolio, ranked #87.

Montecito Bank & Trust first reported a position in IBDS in Q1 2024 and has held it in 10 quarters since. 328 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • Montecito Bank & Trust held 73,360 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.77M as of Q3 2026.
  • Montecito Bank & Trust bought 376 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $9.08K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.27% of Montecito Bank & Trust's portfolio in Q3 2026, its #87 holding.
  • Montecito Bank & Trust first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • 328 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on Montecito Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.