MBT
IBDZ

Montecito Bank & Trust’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Montecito Bank & Trust’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$659K Buy
25,302
+261
+1% +$6.8K 0.1% 174
2026
Q1 		$653K Buy
25,041
+379
+2% +$9.99K 0.11% 171
2025
Q4 		$650K Buy
24,662
+1,418
+6% +$37.5K 0.1% 175
2025
Q3 		$615K Buy
+23,244
New +$609K 0.1% 192
2025
Q1 		$457K Buy
17,716
+1,319
+8% +$33.7K 0.08% 213
2024
Q4 		$417K Buy
16,397
+1,016
+7% +$26.3K 0.07% 217
2024
Q3 		$411K Buy
+15,381
New +$402K 0.07% 223

Other funds holding IBDZ

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return

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

Montecito Bank & Trust increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 1% in Q2 2026, buying an estimated $6.8K and bringing the position to 25,302 shares worth $659K. The position accounts for 0.1% of the portfolio, ranked #174.

Montecito Bank & Trust first reported a position in IBDZ in Q3 2024 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Montecito Bank & Trust held 25,302 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $659K as of Q2 2026.
  • Montecito Bank & Trust bought 261 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $6.8K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.1% of Montecito Bank & Trust's portfolio in Q2 2026, its #174 holding.
  • Montecito Bank & Trust first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 7 quarters since.
  • 14 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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