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 Q3	$1.11M	Buy	45,943 +1,524	+3%	+$37.7K	0.17%	126
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

PFG Private Wealth Management Lutz, Florida $236M AUM 9.86% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Members Wealth Media, Pennsylvania $200M AUM 9.84% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

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

Montecito Bank & Trust increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 3.4% in Q3 2026, buying an estimated $37.7K and bringing the position to 45,943 shares worth $1.11M. The position accounts for 0.17% of the portfolio, ranked #126.

Montecito Bank & Trust first reported a position in IBDX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.12M in Q2 2026. 70 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

Montecito Bank & Trust held 45,943 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.11M as of Q3 2026.
Montecito Bank & Trust bought 1,524 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2026, an estimated $37.7K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.17% of Montecito Bank & Trust's portfolio in Q3 2026, its #126 holding.
Montecito Bank & Trust first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Montecito Bank & Trust's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $1.12M in Q2 2026.
70 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

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