MBT
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Montecito Bank & Trust’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Montecito Bank & Trust’s Portfolio NEAR Stock Details NEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.69M Buy
112,329
+763
+0.7% +$38.7K 0.85% 31
2026
Q1 		$5.67M Sell
111,566
-2,678
-2% -$137K 0.93% 28
2025
Q4 		$5.84M Sell
114,244
-994
-0.9% -$50.9K 0.93% 27
2025
Q3 		$5.91M Buy
+115,238
New +$5.89M 0.92% 26
2025
Q1 		$6.17M Buy
121,234
+5,847
+5% +$296K 1.09% 22
2024
Q4 		$5.83M Sell
115,387
-1,806
-2% -$91.6K 1.01% 23
2024
Q3 		$6M Sell
117,193
-11,361
-9% -$577K 1.02% 23
2024
Q2 		$6.47M Sell
128,554
-547
-0.4% -$27.4K 1.32% 18
2024
Q1 		$6.51M Sell
129,101
-2,271
-2% -$115K 1.3% 18
2023
Q4 		$6.64M Sell
131,372
-977
-0.7% -$48.9K 1.43% 15
2023
Q3 		$6.6M Sell
132,349
-2,141
-2% -$106K 1.55% 14
2023
Q2 		$6.69M Sell
134,490
-5,565
-4% -$276K 1.52% 15
2023
Q1 		$6.95M Sell
140,055
-5,366
-4% -$266K 1.66% 13
2022
Q4 		$7.16M Sell
145,421
-139,821
-49% -$6.87M 1.74% 11
2022
Q3 		$14.1M Sell
285,242
-53,398
-16% -$2.63M 3.66% 3
2022
Q2 		$16.7M Sell
338,640
-52,845
-13% -$2.61M 3.96% 2
2022
Q1 		$19.4M Buy
391,485
+113,813
+41% +$5.66M 3.63% 2
2021
Q4 		$13.9M Buy
277,672
+35,077
+14% +$1.75M 2.46% 4
2021
Q3 		$12.2M Buy
242,595
+15,272
+7% +$766K 2.36% 4
2021
Q2 		$11.4M Buy
227,323
+9,561
+4% +$480K 2.19% 7
2021
Q1 		$10.9M Sell
217,762
-11,645
-5% -$585K 2.27% 7
2020
Q4 		$11.5M Buy
229,407
+64,650
+39% +$3.24M 2.52% 6
2020
Q3 		$8.26M Buy
164,757
+85,299
+107% +$4.27M 2.1% 10
2020
Q2 		$3.97M Sell
79,458
-41,668
-34% -$2.06M 1.09% 22
2020
Q1 		$5.87M Buy
121,126
+18,114
+18% +$902K 1.92% 9
2019
Q4 		$5.18M Buy
103,012
+37,788
+58% +$1.9M 1.39% 15
2019
Q3 		$3.28M Buy
65,224
+20,958
+47% +$1.05M 0.98% 24
2019
Q2 		$2.23M Sell
44,266
-6,302
-12% -$316K 0.67% 34
2019
Q1 		$2.54M Sell
50,568
-15,121
-23% -$757K 0.78% 31
2018
Q4 		$3.27M Buy
65,689
+23,373
+55% +$1.17M 1.13% 20
2018
Q3 		$2.12M Sell
42,316
-74,007
-64% -$3.71M 0.63% 35
2018
Q2 		$5.84M Sell
116,323
-30,661
-21% -$1.54M 1.87% 12
2018
Q1 		$7.37M Buy
+146,984
New +$7.37M 2.41% 9

Other funds holding NEAR

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $282M AUM
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

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

Montecito Bank & Trust increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.68% in Q2 2026, buying an estimated $38.7K and bringing the position to 112,329 shares worth $5.69M. The position accounts for 0.85% of the portfolio, ranked #31.

Montecito Bank & Trust first reported a position in NEAR in Q1 2018 and has held it in 33 quarters since. The position peaked at $19.4M in Q1 2022. 77 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

  • Montecito Bank & Trust held 112,329 shares of iShares Short Maturity Bond ETF worth $5.69M as of Q2 2026.
  • Montecito Bank & Trust bought 763 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $38.7K.
  • iShares Short Maturity Bond ETF made up 0.85% of Montecito Bank & Trust's portfolio in Q2 2026, its #31 holding.
  • Montecito Bank & Trust first reported a position in iShares Short Maturity Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • Montecito Bank & Trust's iShares Short Maturity Bond ETF position peaked at $19.4M in Q1 2022.
  • 77 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

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