Montecito Bank & Trust

Latest statistics and disclosures from Montecito Bank & Trust's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Montecito Bank & Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Montecito Bank & Trust

Montecito Bank & Trust holds 249 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Growth Index (IWF) 5.8 $27M 89k 303.17
 View chart
Microsoft Corporation (MSFT) 3.8 $18M 46k 376.04
 View chart
Vanguard Sht Term Govt Bond ETF (VGSH) 3.0 $14M -6% 239k 58.33
 View chart
NVIDIA Corporation (NVDA) 2.7 $13M -3% 26k 495.22
 View chart
iShares S&P 500 Index (IVV) 2.5 $12M +2% 25k 477.63
 View chart
Vanguard Short Term Corporate Bond ETF (VCSH) 2.4 $11M -8% 144k 77.37
 View chart
iShares S&P MidCap 400 Index (IJH) 2.4 $11M 40k 277.15
 View chart
iShares Russell 1000 Value Index (IWD) 2.2 $10M 63k 165.25
 View chart
Ishares Tr cmn (GOVT) 2.2 $10M 452k 23.04
 View chart
Spdr S&p 500 Etf (SPY) 2.2 $10M +12% 21k 475.31
 View chart
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) 2.1 $9.6M -6% 120k 79.34
 View chart
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 1.7 $8.0M +9% 114k 70.35
 View chart
Ishares Msci Usa Quality Facto invalid (QUAL) 1.6 $7.4M -3% 50k 147.14
 View chart
Coca-Cola Company (KO) 1.5 $6.8M 115k 58.93
 View chart
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 1.4 $6.6M 131k 50.52
 View chart
iShares S&P SmallCap 600 Index (IJR) 1.4 $6.4M -10% 59k 108.25
 View chart
Costco Wholesale Corporation (COST) 1.3 $6.3M -3% 9.5k 660.08
 View chart
Eli Lilly & Co. (LLY) 1.3 $6.1M 10k 582.92
 View chart
Alphabet Inc Class A cs (GOOGL) 1.3 $6.0M 43k 139.69
 View chart
Vanguard Dividend Appreciation ETF (VIG) 1.2 $5.8M 34k 170.40
 View chart
Ishares Tr etf msci usa (ESGU) 1.1 $5.3M +2% 51k 104.92
 View chart
Ishares Tr usa min vo (USMV) 1.1 $5.3M -16% 68k 78.03
 View chart
Ishares Tr trs flt rt bd (TFLO) 1.0 $4.9M +127% 97k 50.47
 View chart
iShares Lehman Short Treasury Bond (SHV) 1.0 $4.7M +9% 43k 110.13
 View chart
JPMorgan Chase & Co. (JPM) 1.0 $4.4M -5% 26k 170.10
 View chart
Ishares Inc msci emrg chn (EMXC) 0.9 $4.4M 79k 55.41
 View chart
Vanguard High Dividend Yield ETF (VYM) 0.9 $4.3M +32% 39k 111.63
 View chart
Invesco Qqq Trust Series 1 (QQQ) 0.9 $4.2M 10k 409.52
 View chart
iShares MSCI EAFE Value Index (EFV) 0.9 $4.2M +12% 81k 52.10
 View chart
Abbvie (ABBV) 0.9 $4.2M -8% 27k 154.97
 View chart
iShares Dow Jones US Technology (IYW) 0.9 $4.1M 34k 122.75
 View chart
iShares Russell 2000 Growth Index (IWO) 0.9 $4.0M 16k 252.22
 View chart
SPDR MSCI ACWI ex-US (CWI) 0.8 $3.9M -21% 144k 27.04
 View chart
Chevron Corporation (CVX) 0.8 $3.6M -3% 24k 149.16
 View chart
Johnson & Johnson (JNJ) 0.7 $3.4M 22k 156.74
 View chart
iShares S&P 1500 Index Fund (ITOT) 0.7 $3.1M 29k 105.23
 View chart
Exxon Mobil Corporation (XOM) 0.7 $3.1M 31k 99.98
 View chart
Procter & Gamble Company (PG) 0.7 $3.0M 21k 146.54
 View chart
Visa (V) 0.6 $3.0M +2% 12k 260.35
 View chart
Health Care SPDR (XLV) 0.6 $2.8M -6% 20k 136.38
 View chart
Vanguard Int High Dvd Yld In exchange traded funds (VYMI) 0.6 $2.7M 41k 66.49
 View chart
iShares Russell 1000 Index (IWB) 0.6 $2.7M +12% 10k 262.26
 View chart
Union Pacific Corporation (UNP) 0.5 $2.5M +2% 10k 245.62
 View chart
Ishares Tr core tl usd bd (IUSB) 0.5 $2.4M +132% 53k 46.07
 View chart
Alphabet Inc Class C cs (GOOG) 0.5 $2.4M 17k 140.93
 View chart
iShares MSCI EAFE Index Fund (EFA) 0.5 $2.2M -4% 30k 75.35
 View chart
Accenture (ACN) 0.5 $2.2M 6.3k 350.91
 View chart
Pepsi (PEP) 0.5 $2.2M 13k 169.84
 View chart
Ishares Tr msci eafe esg (ESGD) 0.5 $2.1M -4% 28k 75.54
 View chart
Merck & Co (MRK) 0.5 $2.1M +3% 20k 109.02
 View chart
J P Morgan Exchange Traded F ultra shrt (JPST) 0.4 $2.1M -2% 41k 50.23
 View chart
Vanguard S&p 500 Etf idx (VOO) 0.4 $2.1M +16% 4.7k 436.80
 View chart
Thermo Fisher Scientific (TMO) 0.4 $2.0M -6% 3.8k 530.79
 View chart
McDonald's Corporation (MCD) 0.4 $2.0M +2% 6.8k 296.51
 View chart
iShares S&P 500 Growth Index (IVW) 0.4 $2.0M 26k 75.10
 View chart
Vanguard Europe Pacific ETF (VEA) 0.4 $1.9M +3% 41k 47.90
 View chart
Home Depot (HD) 0.4 $1.9M -2% 5.6k 346.55
 View chart
iShares Lehman MBS Bond Fund (MBB) 0.4 $1.9M +31% 20k 94.08
 View chart
iShares Russell 2000 Index (IWM) 0.4 $1.8M -4% 8.9k 200.71
 View chart
Carlisle Companies (CSL) 0.4 $1.7M 5.6k 312.43
 View chart
Cisco Systems (CSCO) 0.4 $1.7M 34k 50.52
 View chart
iShares Dow Jones US Medical Dev. (IHI) 0.4 $1.7M -12% 31k 53.97
 View chart
SPDR Barclays Capital Convertible SecETF (CWB) 0.4 $1.6M -7% 23k 72.15
 View chart
iShares Russell Midcap Index Fund (IWR) 0.3 $1.6M -12% 21k 77.73
 View chart
Consumer Discretionary SPDR (XLY) 0.3 $1.6M 9.0k 178.81
 View chart
Broadcom (AVGO) 0.3 $1.6M +11% 1.4k 1116.25
 View chart
BlackRock (BLK) 0.3 $1.5M -7% 1.9k 811.80
 View chart
Eaton (ETN) 0.3 $1.5M -2% 6.3k 240.82
 View chart
W.W. Grainger (GWW) 0.3 $1.5M 1.8k 828.68
 View chart
McKesson Corporation (MCK) 0.3 $1.5M 3.2k 462.98
 View chart
International Business Machines (IBM) 0.3 $1.5M 8.9k 163.55
 View chart
Walt Disney Company (DIS) 0.3 $1.5M -12% 16k 90.29
 View chart
Honeywell International (HON) 0.3 $1.4M 6.9k 209.71
 View chart
MasterCard Incorporated (MA) 0.3 $1.4M +7% 3.4k 426.51
 View chart
Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $1.4M -6% 25k 56.14
 View chart
Wal-Mart Stores (WMT) 0.3 $1.4M 8.9k 157.65
 View chart
iShares S&P US Pref Stock Idx Fnd (PFF) 0.3 $1.4M +35% 45k 31.19
 View chart
Nike (NKE) 0.3 $1.4M 13k 108.57
 View chart
Fiserv (FI) 0.3 $1.4M 10k 132.84
 View chart
Ishares Tr msci usavalfct (VLUE) 0.3 $1.4M -2% 13k 101.16
 View chart
Adobe Systems Incorporated (ADBE) 0.3 $1.4M -2% 2.3k 596.60
 View chart
Ecolab (ECL) 0.3 $1.3M 6.8k 198.35
 View chart
Ameriprise Financial (AMP) 0.3 $1.3M +11% 3.5k 379.83
 View chart
Palo Alto Networks (PANW) 0.3 $1.3M -5% 4.5k 294.88
 View chart
Utilities SPDR (XLU) 0.3 $1.3M -6% 21k 63.33
 View chart
iShares S&P Global Technology Sect. (IXN) 0.3 $1.3M 19k 68.18
 View chart
ConocoPhillips (COP) 0.3 $1.3M 11k 116.07
 View chart
CVS Caremark Corporation (CVS) 0.3 $1.3M -20% 16k 78.96
 View chart
Facebook Inc cl a (META) 0.3 $1.3M +3% 3.6k 353.96
 View chart
iShares S&P 500 Value Index (IVE) 0.3 $1.3M 7.4k 173.89
 View chart
WisdomTree SmallCap Dividend Fund (DES) 0.3 $1.3M +250% 39k 32.17
 View chart
Verizon Communications (VZ) 0.3 $1.3M -24% 34k 37.70
 View chart
Taiwan Semiconductor Mfg (TSM) 0.3 $1.2M +3% 12k 104.00
 View chart
Vanguard European ETF (VGK) 0.3 $1.2M -10% 19k 64.48
 View chart
Charles Schwab Corporation (SCHW) 0.3 $1.2M 18k 68.80
 View chart
SPDR S&P MidCap 400 ETF (MDY) 0.3 $1.2M -2% 2.4k 507.38
 View chart
Wisdomtree Tr cmn (XSOE) 0.3 $1.2M +36% 42k 28.88
 View chart
Pfizer (PFE) 0.3 $1.2M -15% 42k 28.79
 View chart
FedEx Corporation (FDX) 0.3 $1.2M 4.7k 252.97
 View chart
Trane Technologies (TT) 0.2 $1.1M -9% 4.7k 243.90
 View chart
Ishares Ibonds Dec 2027 Term T (IBTH) 0.2 $1.1M +340% 51k 22.39
 View chart
Deere & Company (DE) 0.2 $1.1M -22% 2.8k 399.87
 View chart
Ishares Ibonds Dec 2026 Term T (IBTG) 0.2 $1.1M +340% 49k 22.86
 View chart
iShares MSCI ACWI Index Fund (ACWI) 0.2 $1.1M 11k 101.77
 View chart
Ishares Ibonds Dec 2025 Term T (IBTF) 0.2 $1.1M +339% 48k 23.28
 View chart
Ishares Ibonds Dec 2024 Term T (IBTE) 0.2 $1.1M +340% 46k 23.86
 View chart
Emerson Electric (EMR) 0.2 $1.1M -7% 11k 97.33
 View chart
Enbridge (ENB) 0.2 $1.1M -22% 30k 36.02
 View chart
UnitedHealth (UNH) 0.2 $1.1M -3% 2.1k 526.47
 View chart
iShares Dow Jones Select Dividend (DVY) 0.2 $1.1M -56% 9.3k 117.22
 View chart
Vanguard Mid-Cap ETF (VO) 0.2 $1.1M 4.7k 232.64
 View chart
Ishares Tr 0-5yr hi yl cp (SHYG) 0.2 $1.1M 26k 42.22
 View chart
Lowe's Companies (LOW) 0.2 $1.1M +8% 4.8k 222.55
 View chart
Invesco S&p Smallcap Health Etf (PSCH) 0.2 $1.1M 25k 42.80
 View chart
wisdomtreetrusdivd.. (DGRW) 0.2 $1.1M 15k 70.28
 View chart
SPDR Gold Trust (GLD) 0.2 $1.1M 5.5k 191.17
 View chart
Nextera Energy (NEE) 0.2 $1.0M -9% 17k 60.74
 View chart
Vanguard Pacific ETF (VPL) 0.2 $1.0M -11% 14k 72.03
 View chart
Illinois Tool Works (ITW) 0.2 $1.0M +6% 3.9k 261.94
 View chart
Johnson Controls International Plc equity (JCI) 0.2 $945k -13% 16k 57.64
 View chart
Caterpillar (CAT) 0.2 $932k 3.2k 295.67
 View chart
Vanguard Value ETF (VTV) 0.2 $928k -15% 6.2k 149.50
 View chart
Vanguard REIT ETF (VNQ) 0.2 $914k -8% 10k 88.36
 View chart
Oracle Corporation (ORCL) 0.2 $898k -8% 8.5k 105.43
 View chart
Goldman Sachs (GS) 0.2 $888k -8% 2.3k 385.77
 View chart
Cummins (CMI) 0.2 $860k 3.6k 239.57
 View chart
Danaher Corporation (DHR) 0.2 $841k 3.6k 231.34
 View chart
Stryker Corporation (SYK) 0.2 $840k -3% 2.8k 299.46
 View chart
Public Storage (PSA) 0.2 $833k -2% 2.7k 305.00
 View chart
Prologis (PLD) 0.2 $827k -10% 6.2k 133.30
 View chart
Qualcomm (QCOM) 0.2 $820k -11% 5.7k 144.63
 View chart
Ishares Inc core msci emkt (IEMG) 0.2 $803k -31% 16k 50.58
 View chart
Waste Management (WM) 0.2 $784k 4.4k 179.10
 View chart
Goldman Sachs Etf Tr (GSLC) 0.2 $783k -10% 8.4k 93.81
 View chart
Financial Select Sector SPDR (XLF) 0.2 $768k -23% 20k 37.60
 View chart
Toyota Motor Corporation (TM) 0.2 $731k 4.0k 183.38
 View chart
Philip Morris International (PM) 0.2 $726k 7.7k 94.08
 View chart
Blackstone Group Inc Com Cl A (BX) 0.2 $712k +21% 5.4k 130.92
 View chart
iShares S&P SmallCap 600 Growth (IJT) 0.2 $710k 5.7k 125.14
 View chart
iShares S&P MidCap 400 Growth (IJK) 0.2 $709k 8.9k 79.22
 View chart
Ishares Inc msci em esg se (ESGE) 0.2 $698k -6% 22k 32.06
 View chart
Materials SPDR (XLB) 0.1 $691k -17% 8.1k 85.54
 View chart
Vanguard Extended Market ETF (VXF) 0.1 $691k -21% 4.2k 164.42
 View chart
CF Industries Holdings (CF) 0.1 $684k 8.6k 79.50
 View chart
Bristol Myers Squibb (BMY) 0.1 $663k -32% 13k 51.31
 View chart
Intel Corporation (INTC) 0.1 $650k 13k 50.25
 View chart
Digital Realty Trust (DLR) 0.1 $646k -6% 4.8k 134.58
 View chart
Vanguard Emerging Markets ETF (VWO) 0.1 $642k -10% 16k 41.10
 View chart
Starbucks Corporation (SBUX) 0.1 $640k -6% 6.7k 96.01
 View chart
Chubb (CB) 0.1 $628k +2% 2.8k 226.00
 View chart
Mondelez Int (MDLZ) 0.1 $628k -3% 8.7k 72.43
 View chart
Phillips 66 (PSX) 0.1 $626k +37% 4.7k 133.14
 View chart
Wells Fargo & Company (WFC) 0.1 $624k -5% 13k 49.22
 View chart
Public Service Enterprise (PEG) 0.1 $622k 10k 61.15
 View chart
Ishares Tr msci usa small (ESML) 0.1 $616k 16k 38.01
 View chart
Zoetis Inc Cl A (ZTS) 0.1 $607k +4% 3.1k 197.37
 View chart
iShares Barclays Credit Bond Fund (USIG) 0.1 $606k -28% 12k 51.26
 View chart
Roper Industries (ROP) 0.1 $581k 1.1k 545.17
 View chart
Pioneer Natural Resources (PXD) 0.1 $579k -22% 2.6k 224.88
 View chart
3M Company (MMM) 0.1 $574k 5.3k 109.32
 View chart
iShares S&P MidCap 400 Value Index (IJJ) 0.1 $569k -3% 5.0k 114.04
 View chart
Kimberly-Clark Corporation (KMB) 0.1 $567k -3% 4.7k 121.51
 View chart
TJX Companies (TJX) 0.1 $559k +23% 6.0k 93.81
 View chart
Metropcs Communications (TMUS) 0.1 $550k +9% 3.4k 160.33
 View chart
Valero Energy Corporation (VLO) 0.1 $548k -18% 4.2k 130.00
 View chart
Etf Managers Tr purefunds ise cy (HACK) 0.1 $546k -4% 9.0k 60.41
 View chart
iShares Dow Jones US Energy Sector (IYE) 0.1 $538k 12k 44.12
 View chart
Gilead Sciences (GILD) 0.1 $534k 6.6k 81.01
 View chart
United Parcel Service (UPS) 0.1 $525k -12% 3.3k 157.23
 View chart
Micron Technology (MU) 0.1 $522k -5% 6.1k 85.34
 View chart
Consumer Staples Select Sect. SPDR (XLP) 0.1 $521k -32% 7.2k 72.03
 View chart
Vanguard Small-Cap ETF (VB) 0.1 $515k 2.4k 213.33
 View chart
General Mills (GIS) 0.1 $506k -4% 7.8k 65.14
 View chart
iShares S&P Global Infrastructure Index (IGF) 0.1 $502k -17% 11k 47.05
 View chart
LKQ Corporation (LKQ) 0.1 $496k -16% 10k 47.79
 View chart
WisdomTree Emerging Markets Eq (DEM) 0.1 $491k 12k 40.68
 View chart
Energy Select Sector SPDR (XLE) 0.1 $482k -11% 5.7k 83.84
 View chart
Netflix (NFLX) 0.1 $475k +21% 975.00 486.88
 View chart
DTE Energy Company (DTE) 0.1 $468k -2% 4.2k 110.26
 View chart
Capital One Financial (COF) 0.1 $462k 3.5k 131.12
 View chart
Carrier Global Corporation (CARR) 0.1 $455k -26% 7.9k 57.45
 View chart
Jpmorgan Nasdaq Equity Premium Income Etf (JEPQ) 0.1 $440k +9% 8.8k 49.93
 View chart
Citigroup (C) 0.1 $437k -12% 8.5k 51.44
 View chart
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.1 $427k -10% 10k 42.59
 View chart
Arista Networks (ANET) 0.1 $420k +40% 1.8k 235.51
 View chart
Southern Company (SO) 0.1 $406k 5.8k 70.12
 View chart
Altria (MO) 0.1 $397k 9.8k 40.34
 View chart
iShares S&P Global Clean Energy Index (ICLN) 0.1 $394k -24% 25k 15.57
 View chart
SPDR KBW Bank (KBE) 0.1 $391k 8.5k 46.02
 View chart
General Dynamics Corporation (GD) 0.1 $382k 1.5k 259.67
 View chart
iShares MSCI EAFE Growth Index (EFG) 0.1 $378k -3% 3.9k 96.85
 View chart
Vaneck Vectors Semiconductor Etf semiconductor (SMH) 0.1 $378k -11% 2.2k 174.87
 View chart
iShares S&P SmallCap 600 Value Idx (IJS) 0.1 $371k 3.6k 103.07
 View chart
Analog Devices (ADI) 0.1 $370k +5% 1.9k 198.56
 View chart
Texas Instruments Incorporated (TXN) 0.1 $369k -7% 2.2k 170.46
 View chart
Vanguard Total Stock Market ETF (VTI) 0.1 $369k 1.6k 237.22
 View chart
Chipotle Mexican Grill (CMG) 0.1 $366k +30% 160.00 2286.96
 View chart
Motorola Solutions (MSI) 0.1 $365k 1.2k 313.09
 View chart
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.1 $364k -27% 4.1k 89.06
 View chart
KLA-Tencor Corporation (KLAC) 0.1 $360k +4% 619.00 581.30
 View chart
Global X Fds s&p 500 catholic (CATH) 0.1 $359k 6.2k 57.99
 View chart
Marriott International (MAR) 0.1 $357k +31% 1.6k 225.51
 View chart
JPMorgan Chase & Co Pfd Stk 0.1 $349k 350k 1.00
 View chart
SPDR S&P Biotech (XBI) 0.1 $348k 3.9k 89.29
 View chart
Invitation Homes (INVH) 0.1 $345k -15% 10k 34.11
 View chart
Electronic Arts (EA) 0.1 $339k NEW 2.5k 136.81
 View chart
Medtronic (MDT) 0.1 $336k -42% 4.1k 82.38
 View chart
salesforce (CRM) 0.1 $335k +4% 1.3k 263.14
 View chart
Industrial SPDR (XLI) 0.1 $319k 2.8k 113.99
 View chart
Novartis (NVS) 0.1 $317k -15% 3.1k 100.97
 View chart
Spdr Index Shs Fds s&p north amer (NANR) 0.1 $315k 6.2k 51.00
 View chart
Cognizant Technology Solutions (CTSH) 0.1 $313k 4.2k 75.53
 View chart
Ford Motor Company (F) 0.1 $312k 26k 12.19
 View chart
Ishares Tr (XVV) 0.1 $311k NEW 8.5k 36.39
 View chart
Comcast Corporation (CMCSA) 0.1 $306k +13% 7.0k 43.85
 View chart
Dupont De Nemours (DD) 0.1 $301k +34% 3.9k 76.93
 View chart
Duke Energy (DUK) 0.1 $300k +5% 3.1k 97.04
 View chart
Xylem (XYL) 0.1 $298k 2.6k 114.36
 View chart
Technology SPDR (XLK) 0.1 $296k +7% 1.5k 192.48
 View chart
AstraZeneca (AZN) 0.1 $292k 4.3k 67.35
 View chart
Ishares High Dividend Equity F (HDV) 0.1 $286k -16% 2.8k 101.99
 View chart
Nxp Semiconductors N V (NXPI) 0.1 $285k NEW 1.2k 229.68
 View chart
Vanguard Growth ETF (VUG) 0.1 $285k 915.00 310.88
 View chart
Darden Restaurants (DRI) 0.1 $268k +15% 1.6k 164.30
 View chart
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 0.1 $266k NEW 4.5k 59.32
 View chart
Lockheed Martin Corporation (LMT) 0.1 $264k -18% 582.00 453.24
 View chart
Quest Diagnostics Incorporated (DGX) 0.1 $263k +4% 1.9k 137.88
 View chart
Vanguard Health Care ETF (VHT) 0.1 $259k 1.0k 250.70
 View chart
iShares Barclays Agency Bond Fund (AGZ) 0.1 $258k -44% 2.4k 108.43
 View chart
Jacobs Engineering Group (J) 0.1 $254k +17% 2.0k 129.80
 View chart
iShares Russell Midcap Value Index (IWS) 0.1 $252k -4% 2.2k 116.29
 View chart
Schlumberger (SLB) 0.1 $250k +14% 4.8k 52.04
 View chart
Lululemon Athletica (LULU) 0.1 $248k NEW 485.00 511.29
 View chart
Bank of America Pfd Stk 0.1 $248k 250k 0.99
 View chart
Hp (HPQ) 0.1 $243k NEW 8.1k 30.09
 View chart
Zimmer Holdings (ZBH) 0.1 $240k -13% 2.0k 121.70
 View chart
iShares Russell 2000 Value Index (IWN) 0.1 $234k 1.5k 155.33
 View chart
Fidelity National Information Services (FIS) 0.0 $224k NEW 3.7k 60.07
 View chart
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.0 $222k NEW 3.4k 65.80
 View chart
EOG Resources (EOG) 0.0 $221k +6% 1.8k 120.95
 View chart
Wells Fargo Co New Perp Pfd Cnv A Pfd Stk (WFC.PL) 0.0 $221k 185.00 1195.26
 View chart
S&p Global (SPGI) 0.0 $219k NEW 498.00 440.52
 View chart
Select Sector Spdr Tr Communic etfeqty (XLC) 0.0 $218k NEW 3.0k 72.66
 View chart
iShares Barclays 10-20 Yr Tresry Bd (TLH) 0.0 $200k NEW 1.8k 108.26
 View chart
Franklin Ca Tax Free Incm Fd C (FKTFX) 0.0 $198k -50% 29k 6.92
 View chart
Alta Properties 0.0 $182k 25k 7.40
 View chart
Royce Fd penn mut inv (PENNX) 0.0 $139k 15k 9.18
 View chart
Bank Amer Corp Pfd Stk 0.0 $100k 100k 1.00
 View chart
Charles Schwab Corp Pfd Stk 0.0 $99k 100k 0.99
 View chart

Past Filings by Montecito Bank & Trust

SEC 13F filings are viewable for Montecito Bank & Trust going back to 2011

View all past filings