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Ishares Ibonds Dec 2029 Term T shares owned by Montecito Bank & Trust

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Term T (IBTJ) shares owned by Montecito Bank & Trust from 13F filings

Historical chart of Montecito Bank & Trust investment in Ishares Ibonds Dec 2029 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 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 2029 Term T by Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 54k 21.95
2025-03-31 $781k 36k 21.77
2024-12-31 $222k 10k 21.33

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)
Vanguard Short-term Treasury Et Fixed Income (VGSH)
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 2029 Term T

TRUE Private Wealth Advisors
Wells Fargo & Company
Mercer Global Advisors
Raymond James Financial
Hengehold Capital Management
UBS Group
Atwood & Palmer
Stifel Financial
Envestnet Asset Management
United Capital Financial Advisers
Journey Advisory Group
Benjamin Edwards
Vista Private Wealth Partners
Commonwealth Equity Services
Confluence Investment Management

View all funds holding Ishares Ibonds Dec 2029 Term T