Montecito Bank & Trust’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.14M | Buy |
49,748
+3,000
| +6% | +$68.8K | 0.2% | 119 |
|
|
2024
Q4 | $1.07M | Sell |
46,748
-10,203
| -18% | -$233K | 0.18% | 127 |
|
|
2024
Q3 | $1.31M | Hold |
56,951
| – | – | 0.22% | 104 |
|
|
2024
Q2 | $1.29M | Buy |
56,951
+7,920
| +16% | +$179K | 0.26% | 89 |
|
|
2024
Q1 | $1.11M | Hold |
49,031
| – | – | 0.22% | 109 |
|
|
2023
Q4 | $1.12M | Buy |
49,031
+37,891
| +340% | +$866K | 0.24% | 103 |
|
|
2023
Q3 | $250K | Buy |
+11,140
| New | +$250K | 0.06% | 214 |
|