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

Montecito Bank & Trust’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Buy
51,170
+4,001
+8% +$92.7K 0.18% 123
2026
Q1 		$1.1M Buy
47,169
+7,549
+19% +$177K 0.18% 124
2025
Q4 		$927K Buy
39,620
+8,006
+25% +$188K 0.15% 139
2025
Q3 		$742K Buy
+31,614
New +$738K 0.12% 169
2025
Q1 		$945K Buy
40,859
+304
+0.7% +$6.97K 0.17% 138
2024
Q4 		$925K Buy
40,555
+5,734
+16% +$132K 0.16% 138
2024
Q3 		$819K Buy
34,821
+16,581
+91% +$384K 0.14% 148
2024
Q2 		$414K Buy
18,240
+4,456
+32% +$101K 0.08% 203
2024
Q1 		$315K Buy
+13,784
New +$314K 0.06% 225

Other funds holding IBDU

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 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
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

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

Montecito Bank & Trust increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 8.5% in Q2 2026, buying an estimated $92.7K and bringing the position to 51,170 shares worth $1.19M. The position accounts for 0.18% of the portfolio, ranked #123.

Montecito Bank & Trust first reported a position in IBDU in Q1 2024 and has held it in 9 quarters since. 67 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Montecito Bank & Trust held 51,170 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.19M as of Q2 2026.
  • Montecito Bank & Trust bought 4,001 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $92.7K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.18% of Montecito Bank & Trust's portfolio in Q2 2026, its #123 holding.
  • Montecito Bank & Trust first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
  • 67 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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