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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$706K	Buy	28,265 +280	+1%	+$7K	0.13%	167
2024 Q4	$688K	Hold	27,985	–	–	0.12%	169
2024 Q3	$719K	Buy	27,985 +9,660	+53%	+$248K	0.12%	166
2024 Q2	$450K	Buy	18,325 +6,151	+51%	+$151K	0.09%	194
2024 Q1	$302K	Buy	+12,174	New	+$302K	0.06%	234