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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.56M Buy
2025
Q1
$1.94M Buy
2024
Q4
$523K Buy
2023
Q3
Sell
2023
Q2
$351K Sell
2023
Q1
$399K Sell
2022
Q4
$1.23M Sell
2022
Q3
$1.34M Buy
2022
Q2
$1.16M Buy
2022
Q1
$613K Buy