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Montecito Bank & Trust’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Montecito Bank & Trust’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Buy
10,325
+1,459
+16% +$172K 0.18% 122
2026
Q1 		$1.05M Buy
8,866
+113
+1% +$13.5K 0.17% 130
2025
Q4 		$1.04M Buy
8,753
+126
+1% +$15.1K 0.17% 125
2025
Q3 		$1.03M Buy
+8,627
New +$1.03M 0.16% 136
2025
Q1 		$1.01M Sell
8,575
-1,991
-19% -$232K 0.18% 128
2024
Q4 		$1.22M Sell
10,566
-1,243
-11% -$145K 0.21% 108
2024
Q3 		$1.41M Buy
+11,809
New +$1.4M 0.24% 92
2017
Q1 		– Sell
-1,759
Closed -$215K – 277
2016
Q4 		$215K Buy
+1,759
New +$218K 0.08% 169
2016
Q3 		– Sell
-1,759
Closed -$224K – 176
2016
Q2 		$224K Hold
1,759
– – 0.09% 159
2016
Q1 		$222K Hold
1,759
– – 0.1% 153
2015
Q4 		$216K Hold
1,759
– – 0.1% 157
2015
Q3 		$219K Hold
1,759
– – 0.12% 143
2015
Q2 		$218K Hold
1,759
– – 0.11% 150
2015
Q1 		$218K Sell
1,759
-327
-16% -$40.4K 0.11% 150
2014
Q4 		$255K Buy
+2,086
New +$255K 0.13% 138

Other funds holding IEI

SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

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

Montecito Bank & Trust increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 16% in Q2 2026, buying an estimated $172K and bringing the position to 10,325 shares worth $1.21M. The position accounts for 0.18% of the portfolio, ranked #122.

Montecito Bank & Trust first reported a position in IEI in Q4 2014 and has held it in 15 quarters since. The position peaked at $1.41M in Q3 2024. 190 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Montecito Bank & Trust held 10,325 shares of iShares 3-7 Year Treasury Bond ETF worth $1.21M as of Q2 2026.
  • Montecito Bank & Trust bought 1,459 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $172K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.18% of Montecito Bank & Trust's portfolio in Q2 2026, its #122 holding.
  • Montecito Bank & Trust first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2014 and has held it in 15 quarters since.
  • Montecito Bank & Trust's iShares 3-7 Year Treasury Bond ETF position peaked at $1.41M in Q3 2024.
  • 190 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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