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Montecito Bank & Trust’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Montecito Bank & Trust’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$717K Buy
35,531
+5,930
+20% +$120K 0.11% 166
2026
Q1 		$604K Buy
29,601
+3,631
+14% +$74.5K 0.1% 177
2025
Q4 		$533K Buy
25,970
+7,345
+39% +$151K 0.09% 192
2025
Q3 		$383K Buy
+18,625
New +$381K 0.06% 228

Other funds holding IBTL

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

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

Montecito Bank & Trust increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 20% in Q2 2026, buying an estimated $120K and bringing the position to 35,531 shares worth $717K. The position accounts for 0.11% of the portfolio, ranked #166.

Montecito Bank & Trust first reported a position in IBTL in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Montecito Bank & Trust held 35,531 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $717K as of Q2 2026.
  • Montecito Bank & Trust bought 5,930 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $120K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.11% of Montecito Bank & Trust's portfolio in Q2 2026, its #166 holding.
  • Montecito Bank & Trust first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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