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Ishares Tr aaa a rated cp shares owned by Montecito Bank & Trust

Quarter-by-quarter ownership of Ishares Tr aaa a rated cp (QLTA) shares owned by Montecito Bank & Trust from 13F filings

Historical chart of Montecito Bank & Trust investment in Ishares Tr aaa a rated cp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr aaa a rated cp 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 aaa a rated cp by Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $492k 10k 47.48
2023-09-30 $711k 16k 45.08
2023-06-30 $1.5M 33k 47.18
2022-06-30 $201k 4.2k 48.16
2022-03-31 $216k 4.2k 51.75

More positions owned by Montecito Bank & Trust

iShares Russell 1000 Growth Index (IWF)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
Ishares Tr cmn (GOVT)
iShares S&P MidCap 400 Index (IJH)
Vanguard Sht Term Govt Bond ETF (VGSH)
iShares Russell 1000 Value Index (IWD)
Vanguard Short Term Corporate Bond ETF (VCSH)
Vanguard Whitehall Fds Inc intl dvd etf (VIGI)
Ishares Msci Usa Quality Facto invalid (QUAL)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Eli Lilly & Co. (LLY)
Coca-Cola Company (KO)

View all positions for Montecito Bank & Trust

Top funds holding Ishares Tr aaa a rated cp

Miracle Mile Advisors
Wells Fargo & Company
Madison Asset Management
HighTower Advisors
Pacific Wealth Management
Royal Bank of Canada
Raymond James Financial Services Advisors
Parcion Private Wealth
Bailard
UBS Group
Stratos Wealth Partners
Bank of America Corporation
Migdal Insurance & Financial Holdings
Apex Investment Services
Creative Planning

View all funds holding Ishares Tr aaa a rated cp