Montecito Bank & Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $515K | Sell |
6,223
-125
| -2% | -$10.3K | 0.09% | 195 |
|
|
2024
Q4 | $520K | Sell |
6,348
-1,000
| -14% | -$82K | 0.09% | 196 |
|
|
2024
Q3 | $611K | Buy |
+7,348
| New | +$611K | 0.1% | 188 |
|
|
2017
Q1 | – | Sell |
-8,608
| Closed | -$727K | – | 334 |
|
|
2016
Q4 | $727K | Buy |
+8,608
| New | +$727K | 0.25% | 73 |
|
|
2016
Q3 | – | Sell |
-8,933
| Closed | -$762K | – | 184 |
|
|
2016
Q2 | $762K | Buy |
8,933
+2,300
| +35% | +$196K | 0.32% | 71 |
|
|
2016
Q1 | $564K | Buy |
6,633
+1,500
| +29% | +$128K | 0.25% | 76 |
|
|
2015
Q4 | $433K | Buy |
5,133
+1,000
| +24% | +$84.4K | 0.2% | 96 |
|
|
2015
Q3 | $351K | Buy |
+4,133
| New | +$351K | 0.19% | 106 |
|