Bank of Montreal
IBDL

Bank of Montreal’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Bank of Montreal’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-300
Closed -$7K – 4963
2018
Q4 		$7K Buy
+300
New +$7.49K ﹤0.01% 4003

Other funds holding IBDL

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Bank of Montreal's IBDL Position: Q1 2019 in Review

Bank of Montreal sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q1 2019, closing a stake of 300 shares — an estimated $7K sold.

Bank of Montreal first reported a position in IBDL in Q4 2018 and held it in 1 quarter. The position peaked at $7K in Q4 2018. 140 funds tracked by Wall St. Rank hold IBDL as of Q1 2019.

  • Bank of Montreal reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q1 2019 after selling out during the quarter.
  • Bank of Montreal sold 300 iShares iBonds Dec 2020 Term Corporate ETF shares in Q1 2019, an estimated $7K.
  • Bank of Montreal first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2018 and held it in 1 quarter.
  • Bank of Montreal's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $7K in Q4 2018.
  • 140 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q1 2019.

Based on Bank of Montreal's 13F filing for Q1 2019, filed 26 Apr 2019.