Montecito Bank & Trust’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.12M | Buy |
50,104
+2,000
| +4% | +$44.8K | 0.2% | 120 |
|
|
2024
Q4 | $1.07M | Sell |
48,104
-10,535
| -18% | -$234K | 0.18% | 126 |
|
|
2024
Q3 | $1.33M | Hold |
58,639
| – | – | 0.23% | 102 |
|
|
2024
Q2 | $1.29M | Buy |
58,639
+8,125
| +16% | +$179K | 0.26% | 88 |
|
|
2024
Q1 | $1.12M | Hold |
50,514
| – | – | 0.22% | 107 |
|
|
2023
Q4 | $1.13M | Buy |
50,514
+39,059
| +341% | +$875K | 0.24% | 101 |
|
|
2023
Q3 | $250K | Buy |
+11,455
| New | +$250K | 0.06% | 216 |
|