Montecito Bank & Trust
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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
Q3 		$1.25M Buy
59,289
+1,645
+3% +$35.4K 0.19% 113
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

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Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

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

Montecito Bank & Trust increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 2.9% in Q3 2026, buying an estimated $35.4K and bringing the position to 59,289 shares worth $1.25M. The position accounts for 0.19% of the portfolio, ranked #113.

Montecito Bank & Trust first reported a position in IBDV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.26M in Q2 2026. 288 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

  • Montecito Bank & Trust held 59,289 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.25M as of Q3 2026.
  • Montecito Bank & Trust bought 1,645 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $35.4K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.19% of Montecito Bank & Trust's portfolio in Q3 2026, its #113 holding.
  • Montecito Bank & Trust first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • Montecito Bank & Trust's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $1.26M in Q2 2026.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

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