Montecito Bank & Trust’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.03M | Buy |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.41M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $215K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $224K | Hold |
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|
2016
Q1 | $222K | Hold |
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|
2015
Q4 | $216K | Hold |
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|
2015
Q3 | $219K | Hold |
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|
2015
Q2 | $218K | Hold |
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|
2015
Q1 | $218K | Sell |
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|
2014
Q4 | $255K | Buy |
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