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iShares S&P US Pref Stock Idx Fnd shares owned by Montecito Bank & Trust

Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Montecito Bank & Trust from 13F filings

Historical chart of Montecito Bank & Trust investment in iShares S&P US Pref Stock Idx Fnd

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All positions including iShares S&P US Pref Stock Idx Fnd 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 S&P US Pref Stock Idx Fnd by Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 42k 33.23
2024-06-30 $1.3M 42k 31.55
2024-03-31 $1.3M 42k 32.23
2023-12-31 $1.4M 45k 31.19
2023-09-30 $1.0M 33k 30.15
2023-06-30 $1.0M 33k 30.93
2023-03-31 $1.9M 61k 31.22
2022-12-31 $2.3M 76k 30.52
2022-09-30 $2.4M 76k 31.67
2022-06-30 $2.9M 88k 32.88
2022-03-31 $8.4M 231k 36.42
2021-12-31 $8.1M 205k 39.43
2021-09-30 $7.5M 193k 38.81
2021-06-30 $7.3M 185k 39.34
2021-03-31 $6.6M 171k 38.40
2020-12-31 $5.7M 148k 38.51
2020-09-30 $4.9M 134k 36.45
2020-06-30 $2.3M 65k 34.64
2020-03-31 $751k 24k 31.85
2019-12-31 $886k 24k 37.57
2019-09-30 $862k 23k 37.55
2019-06-30 $846k 23k 36.85
2019-03-31 $839k 23k 36.54
2018-12-31 $786k 23k 34.23
2018-09-30 $831k 22k 37.11
2018-06-30 $844k 22k 37.69
2018-03-31 $804k 21k 37.55
2017-12-31 $822k 22k 38.09
2017-09-30 $888k 23k 38.79
2017-06-30 $916k 23k 39.16
2017-03-31 $905k 23k 38.69
2016-12-31 $1.2M 33k 37.22
2016-09-30 $1.3M 33k 39.50
2016-06-30 $1.4M 35k 39.89
2016-03-31 $1.4M 36k 39.02
2015-12-31 $1.6M 41k 38.85
2015-09-30 $1.7M 45k 38.60
2015-06-30 $1.7M 41k 40.10
2015-03-31 $1.7M 41k 40.10
2014-12-31 $1.1M 27k 39.42

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 S&P US Pref Stock Idx Fnd

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
Royal Bank of Canada
Mariner Wealth Advisors
BlackRock
BlackRock
Us Bancorp
Commonwealth Equity Services
Orgel Wealth Management
CliftonLarsonAllen Wealth Advisors
First Interstate Bank
Charles Schwab Investment Management

View all funds holding iShares S&P US Pref Stock Idx Fnd