Montecito Bank & Trust IBTJ Holdings History
Number of Shares
35,894.00
Current Holdings Value*
$781,410.00
% of Portfolio
0.14%
Total Estimate Gain
$9,424.88
% of Total Estimate Gain
1.22%
Montecito Bank & Trust's iShares iBonds Dec 2029 Term Treasury ETF Holding Summary
As of 2025-03-31, Montecito Bank & Trust held 35,894.00 shares of iShares iBonds Dec 2029 Term Treasury ETF(IBTJ), totaling $781,410.00. This investment constitutes 0.14% of their stock portfolio, and Montecito Bank & Trust now holds 0.12% of the outstanding iShares iBonds Dec 2029 Term Treasury ETF(IBTJ) stock.
The initial trade took place in 2024Q4. And since then Montecito Bank & Trust has made 2 purchases of IBTJ, at an average price of $21.50, for a total of 35,894.00 shares. Based on historical transaction data and IBTJ's current price of $21.76, Montecito Bank & Trust's estimated gain on his IBTJ holdings is $9,424.88, reflecting a 1.22% gain to date.
Montecito Bank & Trust IBTJ ($21.76) Holding Chart
Montecito Bank & Trust IBTJ ($21.76) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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