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Montecito Bank & Trust’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Montecito Bank & Trust’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$756K Buy
14,737
+110
+0.8% +$5.63K 0.11% 162
2026
Q1 		$749K Hold
14,627
– – 0.12% 156
2025
Q4 		$757K Sell
14,627
-192
-1% -$10K 0.12% 157
2025
Q3 		$774K Buy
+14,819
New +$765K 0.12% 163
2025
Q1 		$760K Hold
14,881
– – 0.13% 159
2024
Q4 		$748K Sell
14,881
-186
-1% -$9.53K 0.13% 156
2024
Q3 		$792K Hold
15,067
– – 0.14% 151
2024
Q2 		$757K Buy
15,067
+1,969
+15% +$98.5K 0.15% 130
2024
Q1 		$665K Buy
13,098
+1,283
+11% +$65K 0.13% 150
2023
Q4 		$606K Sell
11,815
-4,627
-28% -$226K 0.13% 157
2023
Q3 		$790K Sell
16,442
-19,746
-55% -$972K 0.19% 127
2023
Q2 		$1.81M Buy
+36,188
New +$1.82M 0.41% 57

Other funds holding USIG

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Montecito Bank & Trust increased its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 0.75% in Q2 2026, buying an estimated $5.63K and bringing the position to 14,737 shares worth $756K. The position accounts for 0.11% of the portfolio, ranked #162.

Montecito Bank & Trust first reported a position in USIG in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.81M in Q2 2023. 61 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • Montecito Bank & Trust held 14,737 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $756K as of Q2 2026.
  • Montecito Bank & Trust bought 110 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $5.63K.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.11% of Montecito Bank & Trust's portfolio in Q2 2026, its #162 holding.
  • Montecito Bank & Trust first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Montecito Bank & Trust's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $1.81M in Q2 2023.
  • 61 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

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