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

Montecito Bank & Trust’s Portfolio TLH Stock Details TLH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$425K	Buy	4,609 +410	+10%	+$39.7K	0.06%	222
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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Montecito Bank & Trust's TLH Position: Q3 2026 in Review

Montecito Bank & Trust increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 9.8% in Q3 2026, buying an estimated $39.7K and bringing the position to 4,609 shares worth $425K. 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 5 quarters since. 30 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Montecito Bank & Trust held 4,609 shares of iShares 10-20 Year Treasury Bond ETF worth $425K as of Q3 2026.
Montecito Bank & Trust bought 410 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $39.7K.
iShares 10-20 Year Treasury Bond ETF made up 0.06% of Montecito Bank & Trust's portfolio in Q3 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 5 quarters since.
30 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Montecito Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.