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Ishares Tr ibnd dec25 etf shares owned by Montecito Bank & Trust

Quarter-by-quarter ownership of Ishares Tr ibnd dec25 etf (IBDQ) shares owned by Montecito Bank & Trust from 13F filings

Historical chart of Montecito Bank & Trust investment in Ishares Tr ibnd dec25 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibnd dec25 etf 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 Tr ibnd dec25 etf by Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 43k 25.10
2024-06-30 $720k 29k 24.86
2024-03-31 $404k 16k 24.81

More positions owned by Montecito Bank & Trust

Ishares Russell 1000 Growth Etf Equities (IWF)
Nvidia Corp Equities (NVDA)
Microsoft Corp Equities (MSFT)
Vanguard Intermediate-term Bond Fixed Income (BIV)
Ishares Core U.s. Aggregate Bon Fixed Income (AGG)
Ishares Core S&p 500 Etf Equities (IVV)
Spdr S&p 500 Etf Trust Equities (SPY)
Ishares U.s. Treasury Bond Etf Fixed Income (GOVT)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Vanguard Short-term Treasury Et Fixed Income (VGSH)
Ishares Msci Usa Quality Factor Equities (QUAL)
Eli Lilly & Co Equities (LLY)
Ishares Russell 1000 Value Etf Equities (IWD)
Vanguard Short-term Corporate B Fixed Income (VCSH)
Ishares Core Msci Eafe Etf Equities (IEFA)

View all positions for Montecito Bank & Trust

Top funds holding Ishares Tr ibnd dec25 etf

Bank of America Corporation
Morgan Stanley
Hm Payson & Co
Mercer Global Advisors
Envestnet Asset Management
LPL Financial
Sound View Wealth Advisors Group
Raymond James Financial Services Advisors
Goss Wealth Management
Wells Fargo & Company
Royal Bank of Canada
Us Bancorp
Stifel Financial
Gratus Wealth Advisors
Stratos Wealth Partners

View all funds holding Ishares Tr ibnd dec25 etf