Montecito Bank & Trust
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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
Q3 		$784K Buy
40,261
+4,730
+13% +$94.1K 0.12% 152
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

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Confluence Investment Management
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Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Shelton Wealth Management
Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Foronjy Financial
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
Fagan Associates
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Montecito Bank & Trust's IBTL Position: Q3 2026 in Review

Montecito Bank & Trust increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 13% in Q3 2026, buying an estimated $94.1K and bringing the position to 40,261 shares worth $784K. The position accounts for 0.12% of the portfolio, ranked #152.

Montecito Bank & Trust first reported a position in IBTL in Q3 2025 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold IBTL as of Q3 2026.

  • Montecito Bank & Trust held 40,261 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $784K as of Q3 2026.
  • Montecito Bank & Trust bought 4,730 iShares iBonds Dec 2031 Term Treasury ETF shares in Q3 2026, an estimated $94.1K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.12% of Montecito Bank & Trust's portfolio in Q3 2026, its #152 holding.
  • Montecito Bank & Trust first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2025 and has held it in 5 quarters since.
  • 43 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2026.

Based on Montecito Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.