Montecito Bank & Trust’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Montecito Bank & Trust’s Portfolio IBDW Stock Details IBDW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$696K	Buy
2025 Q1	$766K	Buy
2024 Q4	$744K	Hold
2024 Q3	$776K	Buy
2024 Q2	$505K	Buy
2024 Q1	$306K	Buy