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Montecito Bank & Trust’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Montecito Bank & Trust’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12M Buy
44,419
+1,221
+3% +$30.8K 0.17% 128
2026
Q1 		$1.09M Buy
43,198
+9,798
+29% +$250K 0.18% 125
2025
Q4 		$853K Buy
33,400
+8,495
+34% +$217K 0.14% 145
2025
Q3 		$638K Buy
+24,905
New +$632K 0.1% 185
2025
Q1 		$706K Buy
28,265
+280
+1% +$6.93K 0.13% 167
2024
Q4 		$688K Hold
27,985
– – 0.12% 169
2024
Q3 		$719K Buy
27,985
+9,660
+53% +$244K 0.12% 166
2024
Q2 		$450K Buy
18,325
+6,151
+51% +$150K 0.09% 194
2024
Q1 		$302K Buy
+12,174
New +$302K 0.06% 234

Other funds holding IBDX

IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
WPW
Winthrop Partners - WNY Buffalo, New York $202M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Montecito Bank & Trust increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 2.8% in Q2 2026, buying an estimated $30.8K and bringing the position to 44,419 shares worth $1.12M. The position accounts for 0.17% of the portfolio, ranked #128.

Montecito Bank & Trust first reported a position in IBDX in Q1 2024 and has held it in 9 quarters since. 38 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Montecito Bank & Trust held 44,419 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.12M as of Q2 2026.
  • Montecito Bank & Trust bought 1,221 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $30.8K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.17% of Montecito Bank & Trust's portfolio in Q2 2026, its #128 holding.
  • Montecito Bank & Trust first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2024 and has held it in 9 quarters since.
  • 38 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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