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Montecito Bank & Trust’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Montecito Bank & Trust’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.4M Buy
23,470
+1,150
+5% +$119K 0.36% 64
2026
Q1 		$2.31M Sell
22,320
-1,230
-5% -$127K 0.38% 59
2025
Q4 		$2.41M Sell
23,550
-1,180
-5% -$121K 0.38% 58
2025
Q3 		$2.56M Buy
+24,730
New +$2.55M 0.4% 60
2025
Q1 		$1.94M Buy
18,730
+13,530
+260% +$1.38M 0.34% 68
2024
Q4 		$523K Buy
+5,200
New +$524K 0.09% 195
2023
Q3 		– Sell
-3,600
Closed -$351K – 245
2023
Q2 		$351K Sell
3,600
-422
-10% -$41.5K 0.08% 190
2023
Q1 		$399K Sell
4,022
-8,616
-68% -$842K 0.1% 181
2022
Q4 		$1.23M Sell
12,638
-1,313
-9% -$128K 0.3% 86
2022
Q3 		$1.34M Buy
13,951
+2,494
+22% +$250K 0.35% 71
2022
Q2 		$1.16M Buy
11,457
+5,613
+96% +$580K 0.28% 89
2022
Q1 		$613K Buy
+5,844
New +$615K 0.11% 166

Other funds holding STIP

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

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

Montecito Bank & Trust increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.2% in Q2 2026, buying an estimated $119K and bringing the position to 23,470 shares worth $2.4M. The position accounts for 0.36% of the portfolio, ranked #64.

Montecito Bank & Trust first reported a position in STIP in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.56M in Q3 2025. 202 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Montecito Bank & Trust held 23,470 shares of iShares 0-5 Year TIPS Bond ETF worth $2.4M as of Q2 2026.
  • Montecito Bank & Trust bought 1,150 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $119K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.36% of Montecito Bank & Trust's portfolio in Q2 2026, its #64 holding.
  • Montecito Bank & Trust first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 12 quarters since.
  • Montecito Bank & Trust's iShares 0-5 Year TIPS Bond ETF position peaked at $2.56M in Q3 2025.
  • 202 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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