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 Q3	$720K	Buy	29,219 +3,917	+15%	+$100K	0.11%	161
2026 Q2	$659K	Buy	25,302 +261	+1%	+$6.8K	0.1%	174
2026 Q1	$653K	Buy	25,041 +379	+2%	+$10K	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

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

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Summitry LLC Foster City, California $3.2B AUM 16.18% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return

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

Montecito Bank & Trust increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 15% in Q3 2026, buying an estimated $100K and bringing the position to 29,219 shares worth $720K. The position accounts for 0.11% of the portfolio, ranked #161.

Montecito Bank & Trust first reported a position in IBDZ in Q3 2024 and has held it in 8 quarters since. 116 funds tracked by Wall St. Rank hold IBDZ as of Q3 2026.

Montecito Bank & Trust held 29,219 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $720K as of Q3 2026.
Montecito Bank & Trust bought 3,917 iShares iBonds Dec 2034 Term Corporate ETF shares in Q3 2026, an estimated $100K.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.11% of Montecito Bank & Trust's portfolio in Q3 2026, its #161 holding.
Montecito Bank & Trust first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
116 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q3 2026.

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