Montecito Bank & Trust Ishares Tr Ibonds Dec 2031 Ter Transaction History
Montecito Bank & Trust
- $635 Million
- Q3 2025
A detailed history of Montecito Bank & Trust transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Montecito Bank & Trust holds 32,803 shares of IBDW stock, worth $700,016. This represents 0.11% of its overall portfolio holdings.
Number of Shares
32,803
              Previous 36,917
              
        
           11.14%
        
      
          
        Holding current value
$700,016
            Previous $766,000
            
        
           9.14%
        
      
          
        % of portfolio
0.11%
            Previous 0.14%
          
        Shares
	  5 transactions
	
  Others Institutions Holding IBDW
# of Institutions
242Shares Held
69.5MCall Options Held
0Put Options Held
0- 
    
      Aptus Capital Advisors, LLC6.36MShares$136 Million1.2% of portfolio
- 
    
      Capital Investment Advisors, LLC3.41MShares$72.7 Million1.25% of portfolio
- 
    
      Capital Advisors Inc2.99MShares$63.8 Million1.08% of portfolio
- 
    
      Morgan Stanley New York, NY2.95MShares$62.9 Million0.0% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC2.81MShares$59.9 Million0.0% of portfolio