Montecito Bank & Trust

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Santa Barbara, CA
CIK
0001422508
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 249 464,953 IWF, MSFT, VGSH, NVDA 13F-HR 1/5/2024 000142250824000001
Q3 2023 241 426,720 IWF, VGSH, MSFT, VCSH 13F-HR 10/16/2023 000142250823000005
Q2 2023 232 440,187 IWF, MSFT, VGSH, VCSH 13F-HR 7/25/2023 000142250823000004
Q1 2023 233 419,310 IWF, VGSH, VCSH, MSFT 13F-HR 4/24/2023 000142250823000003
Q4 2022 237 412,465 IWF, VCSH, VGSH, MSFT 13F-HR 1/20/2023 000142250823000002
Q3 2022 230 384,242 IWF, VCSH, NEAR, VGSH 13F-HR 10/14/2022 000142250822000008
Q2 2022 236 421,292 IWF, NEAR, VCSH, MSFT 13F-HR 8/1/2022 000142250822000006
Q1 2022 268 534,449 IWF, NEAR, MSFT, GOVT 13F-HR 4/22/2022 000142250822000004
Q4 2021 267 563,888 IWF, MSFT, GOVT, NEAR 13F-HR 1/25/2022 000142250822000002
Q3 2021 255 514,640 IWF, MSFT, GOVT, NEAR 13F-HR 10/28/2021 000142250821000004
Q2 2021 253 521,185 IWF, GOVT, MSFT, CWB 13F-HR 7/8/2021 000142250821000003
Q1 2021 244 482,168 IWF, GOVT, CWB, IJH 13F-HR 4/26/2021 000142250821000002
Q4 2020 231 456,107 IWF, GOVT, USMV, SPY 13F-HR 1/28/2021 000142250821000001
Q3 2020 201 392,763 IWF, GOVT, USMV, CWB 13F-HR 10/27/2020 000142250820000006
Q2 2020 200 364,391 IWF, GOVT, USMV, SPY 13F-HR 7/17/2020 000142250820000005
Q1 2020 189 305,327 IWF, GOVT, USMV, CWI 13F-HR 4/23/2020 000142250820000003
Q4 2019 221 372,413 IWF, GOVT, IWD, CWI 13F-HR 1/22/2020 000142250820000001
Q3 2019 208 336,504 IWF, GOVT, IWD, USMV 13F-HR 10/18/2019 000142250819000004
Q2 2019 210 331,037 IWF, IWD, CWI, IJH 13F-HR 7/5/2019 000142250819000003
Q1 2019 208 327,255 IWF, IWD, CWI, IJH 13F-HR 4/5/2019 000142250819000002
Q4 2018 191 289,454 IWF, IWD, IJH, SPY 13F-HR 2/5/2019 000142250819000001
Q3 2018 202 335,097 IWF, IWD, IJH, EFA 13F-HR 10/11/2018 000142250818000008
Q2 2018 198 312,192 IWF, EFA, IJH, IWD 13F-HR 8/2/2018 000142250818000007
Q1 2018 181 305,340 IWF, EFA, SPY, IJH 13F-HR 4/23/2018 000142250818000005
Q4 2017 177 307,446 IWF, EFA, IWD, SPY RESTATEMENT 2/13/2018 000142250818000003
Q3 2017 172 288,711 IWF, SPY, EFA, IWD 13F-HR 10/23/2017 000142250817000008
Q2 2017 173 277,948 IWF, CWI, SPY, EFA 13F-HR 7/26/2017 000142250817000006
Q1 2017 186 273,722 IWF, SPY, EFA, IWD 13F-HR 5/5/2017 000142250817000005
Q4 2016 382 286,548 AGG, IWF, IWD, IJH 13F-HR 2/15/2017 000142250817000003
Q3 2016 171 243,293 IWF, IWD, IJH, SPY 13F-HR 11/3/2016 000142250816000019
Q2 2016 174 236,676 IWF, AGG, IWD, EFA 13F-HR 8/19/2016 000142250816000016
Q1 2016 170 222,568 IWF, AGG, HEFA, IWD 13F-HR 5/5/2016 000142250816000013
Q4 2015 168 212,062 IWF, IJH, EFA, AGG 13F-HR 1/25/2016 000142250816000012
Q3 2015 152 181,251 IWF, IJH, EFA, IWD 13F-HR 10/27/2015 000142250815000009
Q2 2015 159 201,438 IWF, IJH, EFA, SPY 13F-HR 7/24/2015 000142250815000008
Q1 2015 159 201,438 IWF, IJH, EFA, SPY 13F-HR 5/13/2015 000142250815000006
Q4 2014 162 190,186 IWF, IJH, EFA, IWD 13F-HR 2/11/2015 000142250815000001
Q3 2014 150 164,851 IWF, EFA, IJH, IWD 13F-HR 10/21/2014 000142250814000008
Q2 2014 146 165,545 IWF, EFA, IJH, IWD 13F-HR 7/14/2014 000142250814000006
Q1 2014 138 158,807 IWF, EFA, IJH, IWD 13F-HR 5/15/2014 000142250814000005
Q4 2013 140 160,284 IWF, EFA, IJH, IWD 13F-HR 2/27/2014 000142250814000003
Additional filings from Montecito Bank & Trust that have since been restated