Montecito Bank & Trust’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$701K	Buy	27,429 +274	+1%	+$7K	0.12%	168
2024 Q4	$682K	Hold	27,155	–	–	0.12%	171
2024 Q3	$717K	Buy	27,155 +9,412	+53%	+$248K	0.12%	167
2024 Q2	$447K	Buy	17,743 +6,001	+51%	+$151K	0.09%	195
2024 Q1	$299K	Buy	+11,742	New	+$299K	0.06%	235