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
2025 Q3	$774K	Buy
2025 Q1	$760K	Hold
2024 Q4	$748K	Sell
2024 Q3	$792K	Hold
2024 Q2	$757K	Buy
2024 Q1	$665K	Buy
2023 Q4	$606K	Sell
2023 Q3	$790K	Sell
2023 Q2	$1.81M	Buy