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Montecito Bank & Trust’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Montecito Bank & Trust’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.26M Buy
57,644
+4,635
+9% +$101K 0.19% 119
2026
Q1 		$1.16M Buy
53,009
+7,643
+17% +$169K 0.19% 119
2025
Q4 		$1M Buy
45,366
+11,374
+33% +$252K 0.16% 129
2025
Q3 		$753K Buy
+33,992
New +$748K 0.12% 165
2025
Q1 		$890K Buy
40,966
+323
+0.8% +$6.94K 0.16% 144
2024
Q4 		$868K Buy
40,643
+3,774
+10% +$81.6K 0.15% 145
2024
Q3 		$817K Buy
36,869
+17,614
+91% +$384K 0.14% 149
2024
Q2 		$409K Buy
19,255
+4,759
+33% +$101K 0.08% 205
2024
Q1 		$310K Buy
+14,496
New +$310K 0.06% 228

Other funds holding IBDV

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

Montecito Bank & Trust increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 8.7% in Q2 2026, buying an estimated $101K and bringing the position to 57,644 shares worth $1.26M. The position accounts for 0.19% of the portfolio, ranked #119.

Montecito Bank & Trust first reported a position in IBDV in Q1 2024 and has held it in 9 quarters since. 66 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Montecito Bank & Trust held 57,644 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.26M as of Q2 2026.
  • Montecito Bank & Trust bought 4,635 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $101K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.19% of Montecito Bank & Trust's portfolio in Q2 2026, its #119 holding.
  • Montecito Bank & Trust first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
  • 66 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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