Montecito Bank & Trust Ishares Tr Ibonds Dec 2029 Tre Transaction History
Montecito Bank & Trust
- $635 Million
- Q3 2025
A detailed history of Montecito Bank & Trust transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Montecito Bank & Trust holds 53,514 shares of IBTJ stock, worth $1.17 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
53,514
Previous 35,894
49.09%
Holding current value
$1.17 Million
Previous $781,000
50.45%
% of portfolio
0.19%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding IBTJ
# of Institutions
187Shares Held
28.3MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.95MShares$42.9 Million5.22% of portfolio
-
Wells Fargo & Company San Francisco, CA1.49MShares$32.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.05MShares$23 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL971KShares$21.3 Million0.01% of portfolio
-
Hengehold Capital Management LLC963KShares$21.1 Million1.85% of portfolio