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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Buy
62,795
+5,103
+9% +$106K 0.2% 116
2026
Q1 		$1.21M Buy
57,692
+10,588
+22% +$224K 0.2% 116
2025
Q4 		$996K Buy
47,104
+14,301
+44% +$303K 0.16% 130
2025
Q3 		$696K Buy
+32,803
New +$691K 0.11% 178
2025
Q1 		$766K Buy
36,917
+338
+0.9% +$6.94K 0.14% 158
2024
Q4 		$744K Hold
36,579
– – 0.13% 158
2024
Q3 		$776K Buy
36,579
+11,706
+47% +$244K 0.13% 153
2024
Q2 		$505K Buy
24,873
+9,939
+67% +$201K 0.1% 179
2024
Q1 		$306K Buy
+14,934
New +$305K 0.06% 232

Other funds holding IBDW

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 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
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
WPW
Winthrop Partners - WNY Buffalo, New York $202M AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MW
Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

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

Montecito Bank & Trust increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 8.8% in Q2 2026, buying an estimated $106K and bringing the position to 62,795 shares worth $1.31M. The position accounts for 0.2% of the portfolio, ranked #116.

Montecito Bank & Trust first reported a position in IBDW in Q1 2024 and has held it in 9 quarters since. 52 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Montecito Bank & Trust held 62,795 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.31M as of Q2 2026.
  • Montecito Bank & Trust bought 5,103 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $106K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.2% of Montecito Bank & Trust's portfolio in Q2 2026, its #116 holding.
  • Montecito Bank & Trust first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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