Montecito Bank & Trust’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.21M | Buy |
51,743
+6,250
| +14% | +$146K | 0.21% | 112 |
|
|
2024
Q4 | $1.06M | Sell |
45,493
-9,929
| -18% | -$232K | 0.18% | 128 |
|
|
2024
Q3 | $1.3M | Hold |
55,422
| – | – | 0.22% | 105 |
|
|
2024
Q2 | $1.29M | Buy |
55,422
+7,705
| +16% | +$179K | 0.26% | 90 |
|
|
2024
Q1 | $1.11M | Hold |
47,717
| – | – | 0.22% | 111 |
|
|
2023
Q4 | $1.11M | Buy |
47,717
+36,872
| +340% | +$858K | 0.24% | 105 |
|
|
2023
Q3 | $250K | Buy |
+10,845
| New | +$250K | 0.06% | 215 |
|