Montecito Bank & Trust’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$421K Buy
4,199
+1,034
+33% +$103K 0.06% 222
2026
Q1
$319K Buy
3,165
+975
+45% +$99.6K 0.05% 233
2025
Q4
$223K Buy
+2,190
New +$226K 0.04% 258
2024
Q1
Sell
-1,848
Closed -$200K 269
2023
Q4
$200K Buy
+1,848
New +$185K 0.04% 244

Other funds holding TLH

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

Montecito Bank & Trust increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 33% in Q2 2026, buying an estimated $103K and bringing the position to 4,199 shares worth $421K. The position accounts for 0.06% of the portfolio, ranked #222.

Montecito Bank & Trust first reported a position in TLH in Q4 2023 and has held it in 4 quarters since. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Montecito Bank & Trust held 4,199 shares of iShares 10-20 Year Treasury Bond ETF worth $421K as of Q2 2026.
  • Montecito Bank & Trust bought 1,034 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $103K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.06% of Montecito Bank & Trust's portfolio in Q2 2026, its #222 holding.
  • Montecito Bank & Trust first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

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