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Ishares Ibonds Dec 2028 Term T shares owned by Montecito Bank & Trust

Quarter-by-quarter ownership of Ishares Ibonds Dec 2028 Term T (IBTI) shares owned by Montecito Bank & Trust from 13F filings

Historical chart of Montecito Bank & Trust investment in Ishares Ibonds Dec 2028 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2028 Term T 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 Ibonds Dec 2028 Term T by Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 58k 22.39
2025-03-31 $860k 39k 22.25
2024-12-31 $302k 14k 21.90

More positions owned by Montecito Bank & Trust

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Ishares Core S&p 500 Etf Equities (IVV)
Vanguard Intermediate-term Bond Fixed Income (BIV)
Ishares Core U.s. Aggregate Bon Fixed Income (AGG)
Spdr S&p 500 Etf Trust Equities (SPY)
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Alphabet Inc-cl A Equities (GOOGL)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Ishares U.s. Treasury Bond Etf Fixed Income (GOVT)
Ishares Core Msci Eafe Etf Equities (IEFA)
Ishares Msci Usa Quality Factor Equities (QUAL)
Ishares Russell 1000 Value Etf Equities (IWD)
Jpmorgan Chase & Co Equities (JPM)

View all positions for Montecito Bank & Trust

Top funds holding Ishares Ibonds Dec 2028 Term T

Morgan Stanley
Colony
Wells Fargo & Company
Raymond James Financial
Mercer Global Advisors
Asset Advisors Investment Management
Stratos Wealth Partners
Atwood & Palmer
UBS Group
Envestnet Asset Management
Horizon Advisory Services
Financial Advisory Corp
Journey Advisory Group
United Capital Financial Advisers
Vista Private Wealth Partners

View all funds holding Ishares Ibonds Dec 2028 Term T