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Ishares Tr shares owned by Montecito Bank & Trust

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

Historical chart of Montecito Bank & Trust investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 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 by Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-12-31 $688k 28k 24.58
2024-09-30 $720k 28k 25.71
2024-06-30 $450k 18k 24.56
2024-03-31 $302k 12k 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 S&p 500 Etf Equities (IVV)
Ishares Core U.s. Aggregate Bon Fixed Income (AGG)
Vanguard Short-term Treasury Et Fixed Income (VGSH)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Spdr S&p 500 Etf Trust Equities (SPY)
Ishares U.s. Treasury Bond Etf Fixed Income (GOVT)
Alphabet Inc-cl A Equities (GOOGL)
Ishares Msci Usa Quality Factor Equities (QUAL)
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

Aptus Capital Advisors
Wells Fargo & Company
Capital Investment Advisors
First Interstate Bank
Bank of America Corporation
Gateway Advisory
Sigma Investment Counselors
Morgan Stanley
Golub Group
UBS Group
MV Capital Management
Raymond James Financial
Arrow Financial Corp.
Ameriprise Financial
Raymond James Financial Services Advisors

View all funds holding Ishares Tr