MBT
SHY icon

Montecito Bank & Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Montecito Bank & Trust’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$511K Hold
6,223
– – 0.08% 204
2026
Q1 		$514K Hold
6,223
– – 0.08% 194
2025
Q4 		$515K Hold
6,223
– – 0.08% 198
2025
Q3 		$516K Buy
+6,223
New +$515K 0.08% 206
2025
Q1 		$515K Sell
6,223
-125
-2% -$10.3K 0.09% 195
2024
Q4 		$520K Sell
6,348
-1,000
-14% -$82.2K 0.09% 196
2024
Q3 		$611K Buy
+7,348
New +$606K 0.1% 188
2017
Q1 		– Sell
-8,608
Closed -$727K – 334
2016
Q4 		$727K Buy
+8,608
New +$729K 0.25% 73
2016
Q3 		– Sell
-8,933
Closed -$762K – 184
2016
Q2 		$762K Buy
8,933
+2,300
+35% +$195K 0.32% 71
2016
Q1 		$564K Buy
6,633
+1,500
+29% +$127K 0.25% 76
2015
Q4 		$433K Buy
5,133
+1,000
+24% +$84.7K 0.2% 96
2015
Q3 		$351K Buy
+4,133
New +$351K 0.19% 106

Other funds holding SHY

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

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

Montecito Bank & Trust held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 6,223 shares worth $511K. The position accounts for 0.08% of the portfolio, ranked #204.

Montecito Bank & Trust first reported a position in SHY in Q3 2015 and has held it in 12 quarters since. The position peaked at $762K in Q2 2016. 227 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Montecito Bank & Trust held 6,223 shares of iShares 1-3 Year Treasury Bond ETF worth $511K as of Q2 2026.
  • Montecito Bank & Trust left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.08% of Montecito Bank & Trust's portfolio in Q2 2026, its #204 holding.
  • Montecito Bank & Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2015 and has held it in 12 quarters since.
  • Montecito Bank & Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $762K in Q2 2016.
  • 227 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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