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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
Q3 		$521K Buy
5,832
+578
+11% +$53.5K 0.08% 201
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

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
SFG
Strategic Financial Group Grand Haven, Michigan $103M AUM
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

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

Montecito Bank & Trust increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 11% in Q3 2026, buying an estimated $53.5K and bringing the position to 5,832 shares worth $521K. The position accounts for 0.08% of the portfolio, ranked #201.

Montecito Bank & Trust first reported a position in IEF in Q4 2014 and has held it in 12 quarters since. The position peaked at $580K in Q2 2015. 62 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Montecito Bank & Trust held 5,832 shares of iShares 7-10 Year Treasury Bond ETF worth $521K as of Q3 2026.
  • Montecito Bank & Trust bought 578 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $53.5K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.08% of Montecito Bank & Trust's portfolio in Q3 2026, its #201 holding.
  • Montecito Bank & Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and has held it in 12 quarters since.
  • Montecito Bank & Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $580K in Q2 2015.
  • 62 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

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