Montecito Bank & Trust’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.13M	Buy	39,980 +2,401	+6%	+$128K	0.32%	70
2026 Q1	$2M	Buy	37,579 +844	+2%	+$45.4K	0.33%	64
2025 Q4	$1.98M	Sell	36,735 -2,385	-6%	-$129K	0.32%	67
2025 Q3	$2.12M	Buy	+39,120	New	+$2.09M	0.33%	71
2025 Q1	$2.01M	Buy	38,343 +1,466	+4%	+$76.1K	0.36%	63
2024 Q4	$1.9M	Sell	36,877 -290	-0.8%	-$15.2K	0.33%	72
2024 Q3	$2M	Buy	+37,167	New	+$1.96M	0.34%	69
2017 Q1	–	Sell	-500	Closed	-$27K	–	278
2016 Q4	$27K	Buy	+500	New	+$27.3K	0.01%	318

Other funds holding IGIB

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

TCM

Thoma Capital Management Towson, Maryland $188M AUM 21.1% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

BCK Partners Corning, New York $207M AUM 18% 1-Year Est. Return

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

Montecito Bank & Trust increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 6.4% in Q2 2026, buying an estimated $128K and bringing the position to 39,980 shares worth $2.13M. The position accounts for 0.32% of the portfolio, ranked #70.

Montecito Bank & Trust first reported a position in IGIB in Q4 2016 and has held it in 8 quarters since. 131 funds tracked by Wall St. Rank hold IGIB as of Q2 2026.

Montecito Bank & Trust held 39,980 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.13M as of Q2 2026.
Montecito Bank & Trust bought 2,401 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $128K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.32% of Montecito Bank & Trust's portfolio in Q2 2026, its #70 holding.
Montecito Bank & Trust first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q4 2016 and has held it in 8 quarters since.
131 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q2 2026.

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