Number of Shares
18,730.00
Current Holdings Value*
$1.94 Mil
% of Portfolio
0.34%
Total Estimate Gain
$-45,455.28
% of Total Estimate Gain
-1.36%

Montecito Bank & Trust's iShares 0-5 Year TIPS Bond ETF Holding Summary

As of 2025-03-31, Montecito Bank & Trust held 18,730.00 shares of iShares 0-5 Year TIPS Bond ETF(STIP), totaling $1.94 Mil. This investment constitutes 0.34% of their stock portfolio, and Montecito Bank & Trust now holds 0.02% of the outstanding iShares 0-5 Year TIPS Bond ETF(STIP) stock.

The initial trade took place in 2022Q1. And since then Montecito Bank & Trust has made 5 purchases of STIP, at an average price of $101.96, for a total of 32,681.00 shares. In addition, there have been 4 sales at an average price of $97.38 for 13,951.00 shares. Based on historical transaction data and STIP's current price of $102.94, Montecito Bank & Trust's estimated gain on his STIP holdings is $-45,455.28, reflecting a -1.36% gain to date.

Montecito Bank & Trust STIP ($102.94) Holding Chart

Montecito Bank & Trust STIP ($102.94) 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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