Montecito Bank & Trust CMF — ISHARES CALIFORNIA MUNI BOND E

Ownership history in Montecito Bank & Trust  ·  4 quarters on record

AI Ownership Summary

Montecito Bank & Trust reported ISHARES CALIFORNIA MUNI BOND E (CMF) in 4 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.06% in 2026 Q1. The latest visible filing shows CMF at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CMF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Montecito Bank & Trust's position in ISHARES CALIFORNIA MUNI BOND E, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

CMF was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Montecito Bank & Trust held CMF — position size vs. price
% of Fund (quarterly)    CMF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 6,450 — 0% 0.05% $349K 2026-10-01 $54.27
2026 Q2 UNCHANGED — — — 6,450 — 0% 0.06% $372K 2026-07-16 $56.68
2026 Q1 ADDED — — — 6,450 +5,700 +760.0% 0.06% $367K 2026-04-16 $56.47
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Montecito Bank & Trust and CMF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Montecito Bank & Trust reported owning CMF?

Montecito Bank & Trust reported CMF across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported CMF position in Montecito Bank & Trust's portfolio?

The largest reported portfolio weight for CMF was 0.06% in 2026 Q1.

What is the latest reported CMF position on this page?

The most recent filing on this page is 2026 Q3, when Montecito Bank & Trust reported 6,450 shares, equal to 0.05% of portfolio, with an estimated market value of $349K.

What does the chart on this CMF ownership page compare?

The chart compares Montecito Bank & Trust's quarterly CMF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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