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Ishares Tr ibonds etf shares owned by Montecito Bank & Trust

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

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

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All positions including Ishares Tr ibonds 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 ibonds etf by Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 44k 24.37
2024-06-30 $684k 29k 23.73
2024-03-31 $395k 17k 23.80

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 ibonds etf

Bank of America Corporation
Shufro Rose & Co
Capital Advisors
Morgan Stanley
Aptus Capital Advisors
Envestnet Asset Management
Mercer Global Advisors
Capital Investment Advisors
Royal Bank of Canada
Raymond James Financial Services Advisors
Wells Fargo & Company
LPL Financial
Woodmont Investment Counsel
Gratus Wealth Advisors
HighTower Advisors

View all funds holding Ishares Tr ibonds etf