MBT
IBTH icon

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

Montecito Bank & Trust’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.53M Sell
68,127
-1,678
-2% -$37.7K 0.25% 93
2025
Q4 		$1.57M Buy
69,805
+4,275
+7% +$96.1K 0.25% 93
2025
Q3 		$1.48M Buy
+65,530
New +$1.47M 0.23% 100
2025
Q1 		$1.12M Buy
50,104
+2,000
+4% +$44.5K 0.2% 120
2024
Q4 		$1.07M Sell
48,104
-10,535
-18% -$235K 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% +$858K 0.24% 101
2023
Q3 		$250K Buy
+11,455
New +$252K 0.06% 216

Other funds holding IBTH

HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return