Montecito Bank & Trust’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$497K	Buy	5,254 +425	+9%	+$40.2K	0.07%	207
2026 Q1	$461K	Sell	4,829 -72	-1%	-$6.93K	0.08%	205
2025 Q4	$471K	Sell	4,901 -50	-1%	-$4.84K	0.08%	206
2025 Q3	$478K	Buy	+4,951	New	+$473K	0.07%	212
2025 Q1	$476K	Sell	4,988 -609	-11%	-$57K	0.08%	205
2024 Q4	$517K	Sell	5,597 -35	-0.6%	-$3.31K	0.09%	197
2024 Q3	$553K	Buy	+5,632	New	+$544K	0.09%	201
2017 Q1	–	Sell	-603	Closed	-$63K	–	276
2016 Q4	$63K	Buy	+603	New	+$64.8K	0.02%	270
2015 Q3	–	Sell	-5,355	Closed	-$580K	–	161
2015 Q2	$580K	Hold	5,355	–	–	0.29%	71
2015 Q1	$580K	Buy	5,355 +482	+10%	+$52K	0.29%	71
2014 Q4	$516K	Buy	+4,873	New	+$514K	0.27%	80

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Montecito Bank & Trust increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.8% in Q2 2026, buying an estimated $40.2K and bringing the position to 5,254 shares worth $497K. The position accounts for 0.07% of the portfolio, ranked #207.

Montecito Bank & Trust first reported a position in IEF in Q4 2014 and has held it in 11 quarters since. The position peaked at $580K in Q2 2015. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Montecito Bank & Trust held 5,254 shares of iShares 7-10 Year Treasury Bond ETF worth $497K as of Q2 2026.
Montecito Bank & Trust bought 425 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $40.2K.
iShares 7-10 Year Treasury Bond ETF made up 0.07% of Montecito Bank & Trust's portfolio in Q2 2026, its #207 holding.
Montecito Bank & Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and has held it in 11 quarters since.
Montecito Bank & Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $580K in Q2 2015.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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