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Ishares Tr shares owned by Montecito Bank & Trust

Quarter-by-quarter ownership of Ishares Tr (IBDY) 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
2024-09-30 $717k 27k 26.40
2024-06-30 $447k 18k 25.20
2024-03-31 $299k 12k 25.48

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

First Interstate Bank
Capital Investment Advisors
Gateway Advisory
Aptus Capital Advisors
Golub Group
Envision Financial Planning
Us Bancorp
MV Capital Management
Arrow Financial Corp.
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Rockefeller Capital Management
Instrumental Wealth
Confluence Investment Management

View all funds holding Ishares Tr