Montecito Bank & Trust’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Montecito Bank & Trust’s Portfolio IBTF Stock Details IBTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-42,706	Closed	-$998K	–	274
2025 Q3	$998K	Buy	+42,706	New	+$996K	0.16%	141
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%	+$178K	0.26%	90
2024 Q1	$1.11M	Hold	47,717	–	–	0.22%	111
2023 Q4	$1.11M	Buy	47,717 +36,872	+340%	+$853K	0.24%	105
2023 Q3	$250K	Buy	+10,845	New	+$250K	0.06%	215

Other funds holding IBTF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Montecito Bank & Trust's IBTF Position: Q4 2025 in Review

Montecito Bank & Trust sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 42,706 shares — an estimated $998K sold.

Montecito Bank & Trust first reported a position in IBTF in Q3 2023 and held it in 8 quarters. The position peaked at $1.3M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Montecito Bank & Trust reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Montecito Bank & Trust sold 42,706 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $998K.
Montecito Bank & Trust first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2023 and held it in 8 quarters.
Montecito Bank & Trust's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.3M in Q3 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Montecito Bank & Trust's 13F filing for Q4 2025, filed 9 Jan 2026.