Montecito Bank & Trust’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$945K	Buy	40,859 +304	+0.7%	+$7.03K	0.17%	138
2024 Q4	$925K	Buy	40,555 +5,734	+16%	+$131K	0.16%	138
2024 Q3	$819K	Buy	34,821 +16,581	+91%	+$390K	0.14%	148
2024 Q2	$414K	Buy	18,240 +4,456	+32%	+$101K	0.08%	203
2024 Q1	$315K	Buy	+13,784	New	+$315K	0.06%	225