Number of Shares
205,405.00
Current Holdings Value*
$15.73 Mil
% of Portfolio
2.79%
Total Estimate Gain
$-104,481.24
% of Total Estimate Gain
-0.66%

Montecito Bank & Trust's Vanguard Intermediate-Term Bond ETF Holding Summary

As of 2025-03-31, Montecito Bank & Trust held 205,405.00 shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling $15.73 Mil. This investment constitutes 2.79% of their stock portfolio, and Montecito Bank & Trust now holds 0.07% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.

The initial trade took place in 2024Q3. And since then Montecito Bank & Trust has made 3 purchases of BIV, at an average price of $77.06, for a total of 205,405.00 shares. Based on historical transaction data and BIV's current price of $76.55, Montecito Bank & Trust's estimated gain on his BIV holdings is $-104,481.24, reflecting a -0.66% gain to date.

Montecito Bank & Trust BIV ($76.55) Holding Chart

Montecito Bank & Trust BIV ($76.55) 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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