Montecito Bank & Trust’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Montecito Bank & Trust’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.34M	Buy	61,837 +5,540	+10%	+$120K	0.2%	113
2026 Q1	$1.23M	Sell	56,297 -682	-1%	-$15K	0.2%	113
2025 Q4	$1.25M	Buy	56,979 +3,465	+6%	+$76.1K	0.2%	113
2025 Q3	$1.17M	Buy	+53,514	New	+$1.17M	0.18%	124
2025 Q1	$781K	Buy	35,894 +25,470	+244%	+$547K	0.14%	156
2024 Q4	$222K	Buy	+10,424	New	+$225K	0.04%	267

Other funds holding IBTJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Montecito Bank & Trust increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 9.8% in Q2 2026, buying an estimated $120K and bringing the position to 61,837 shares worth $1.34M. The position accounts for 0.2% of the portfolio, ranked #113.

Montecito Bank & Trust first reported a position in IBTJ in Q4 2024 and has held it in 6 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Montecito Bank & Trust held 61,837 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $1.34M as of Q2 2026.
Montecito Bank & Trust bought 5,540 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $120K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.2% of Montecito Bank & Trust's portfolio in Q2 2026, its #113 holding.
Montecito Bank & Trust first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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