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 Q3	$2.02M	Buy	40,050 +70	+0.2%	+$3.64K	0.31%	73
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Montecito Bank & Trust increased its iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) stake by 0.18% in Q3 2026, buying an estimated $3.64K and bringing the position to 40,050 shares worth $2.02M. The position accounts for 0.31% of the portfolio, ranked #73.

Montecito Bank & Trust first reported a position in IGIB in Q4 2016 and has held it in 9 quarters since. The position peaked at $2.13M in Q2 2026. 490 funds tracked by Wall St. Rank hold IGIB as of Q3 2026.

Montecito Bank & Trust held 40,050 shares of iShares 5-10 Year Investment Grade Corporate Bond ETF worth $2.02M as of Q3 2026.
Montecito Bank & Trust bought 70 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2026, an estimated $3.64K.
iShares 5-10 Year Investment Grade Corporate Bond ETF made up 0.31% of Montecito Bank & Trust's portfolio in Q3 2026, its #73 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 9 quarters since.
Montecito Bank & Trust's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $2.13M in Q2 2026.
490 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2026.

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