MBT
SHV icon

Montecito Bank & Trust’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Montecito Bank & Trust’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$804K Sell
7,285
-450
-6% -$49.6K 0.12% 153
2026
Q1 		$854K Sell
7,735
-200
-3% -$22.1K 0.14% 140
2025
Q4 		$874K Buy
7,935
+3,625
+84% +$400K 0.14% 141
2025
Q3 		$476K Buy
+4,310
New +$475K 0.07% 214
2025
Q1 		$686K Hold
6,210
– – 0.12% 169
2024
Q4 		$684K Hold
6,210
– – 0.12% 170
2024
Q3 		$687K Sell
6,210
-13,910
-69% -$1.54M 0.12% 172
2024
Q2 		$2.22M Buy
20,120
+1,335
+7% +$147K 0.45% 52
2024
Q1 		$2.08M Sell
18,785
-24,185
-56% -$2.67M 0.42% 58
2023
Q4 		$4.73M Buy
42,970
+3,735
+10% +$412K 1.02% 24
2023
Q3 		$4.33M Buy
39,235
+5,250
+15% +$579K 1.02% 25
2023
Q2 		$3.75M Buy
33,985
+4,125
+14% +$455K 0.85% 30
2023
Q1 		$3.3M Buy
29,860
+15,325
+105% +$1.69M 0.79% 33
2022
Q4 		$1.6M Buy
14,535
+11,905
+453% +$1.31M 0.39% 65
2022
Q3 		$289K Buy
+2,630
New +$289K 0.08% 198

Other funds holding SHV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCA
Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
CAG
Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return

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

Montecito Bank & Trust reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 5.8% in Q2 2026, selling an estimated $49.6K and leaving 7,285 shares worth $804K. The position accounts for 0.12% of the portfolio, ranked #153.

Montecito Bank & Trust first reported a position in SHV in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.73M in Q4 2023. 142 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

  • Montecito Bank & Trust held 7,285 shares of iShares 0-1 Year Treasury Bond ETF worth $804K as of Q2 2026.
  • Montecito Bank & Trust sold 450 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $49.6K.
  • iShares 0-1 Year Treasury Bond ETF made up 0.12% of Montecito Bank & Trust's portfolio in Q2 2026, its #153 holding.
  • Montecito Bank & Trust first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Montecito Bank & Trust's iShares 0-1 Year Treasury Bond ETF position peaked at $4.73M in Q4 2023.
  • 142 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

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