Montecito Bank & Trust’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.83M Buy
2025
Q1
$2.48M Buy
2024
Q4
$2.38M Sell
2024
Q3
$2.49M Sell
2024
Q2
$2.4M Sell
2024
Q1
$2.5M Buy
2023
Q4
$2.43M Buy
2023
Q3
$992K Sell
2023
Q2
$1.08M Sell
2023
Q1
$1.16M Sell
2022
Q4
$1.46M Sell
2022
Q3
$1.94M Buy
2022
Q2
$1.31M Sell
2022
Q1
$2.79M Sell
2021
Q4
$4.08M Buy
2021
Q3
$3.8M Buy
2021
Q2
$2.34M Buy
2021
Q1
$934K Buy