Montecito Bank & Trust’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.48M Buy
2025
Q1
$1.12M Buy
2024
Q4
$1.07M Sell
2024
Q3
$1.33M Hold
2024
Q2
$1.29M Buy
2024
Q1
$1.12M Hold
2023
Q4
$1.13M Buy
2023
Q3
$250K Buy