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Ishares Ibonds Dec 2027 Term T shares owned by Montecito Bank & Trust

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Montecito Bank & Trust from 13F filings

Historical chart of Montecito Bank & Trust investment in Ishares Ibonds Dec 2027 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2027 Term T held by Montecito Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2027 Term T by Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 51k 22.16
2023-12-31 $1.1M 51k 22.39
2023-09-30 $250k 12k 21.85

More positions owned by Montecito Bank & Trust

iShares Russell 1000 Growth Index (IWF)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
Ishares Tr cmn (GOVT)
iShares S&P MidCap 400 Index (IJH)
Vanguard Sht Term Govt Bond ETF (VGSH)
iShares Russell 1000 Value Index (IWD)
Vanguard Short Term Corporate Bond ETF (VCSH)
Vanguard Whitehall Fds Inc intl dvd etf (VIGI)
Ishares Msci Usa Quality Facto invalid (QUAL)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Eli Lilly & Co. (LLY)
Coca-Cola Company (KO)

View all positions for Montecito Bank & Trust

Top funds holding Ishares Ibonds Dec 2027 Term T

GLOBALT Investments LLC / GA
Bank of America Corporation
Wells Fargo & Company
Stratos Wealth Partners
Raymond James Financial Services Advisors
Journey Advisory Group
Commonwealth Equity Services
FinTrust Capital Advisors
MV Capital Management
Capital Investment Advisors
UBS Group
Steward Partners Investment Advisory
Legacy Private Trust
MKT Advisors
InterOcean Capital Group

View all funds holding Ishares Ibonds Dec 2027 Term T