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Montecito Bank & Trust’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Montecito Bank & Trust’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.06M Buy
90,074
+18,323
+26% +$419K 0.31% 73
2026
Q1 		$1.64M Sell
71,751
-1,449
-2% -$33.2K 0.27% 87
2025
Q4 		$1.67M Buy
73,200
+3,035
+4% +$69.5K 0.27% 86
2025
Q3 		$1.61M Buy
+70,165
New +$1.61M 0.25% 89
2025
Q1 		$1.14M Buy
49,748
+3,000
+6% +$68.5K 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% +$855K 0.24% 103
2023
Q3 		$250K Buy
+11,140
New +$251K 0.06% 214

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

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

Montecito Bank & Trust increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 26% in Q2 2026, buying an estimated $419K and bringing the position to 90,074 shares worth $2.06M. The position accounts for 0.31% of the portfolio, ranked #73.

Montecito Bank & Trust first reported a position in IBTG in Q3 2023 and has held it in 11 quarters since. 55 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Montecito Bank & Trust held 90,074 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $2.06M as of Q2 2026.
  • Montecito Bank & Trust bought 18,323 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $419K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.31% of Montecito Bank & Trust's portfolio in Q2 2026, its #73 holding.
  • Montecito Bank & Trust first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2023 and has held it in 11 quarters since.
  • 55 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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