Bank of Montreal
IBDO

Bank of Montreal’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Bank of Montreal’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,175
Closed -$54.8K – 4396
2023
Q1 		$54.8K Buy
+2,175
New +$54.6K ﹤0.01% 3354

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of Montreal's IBDO Position: Q2 2023 in Review

Bank of Montreal sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2023, closing a stake of 2,175 shares — an estimated $54.8K sold.

Bank of Montreal first reported a position in IBDO in Q1 2023 and held it in 1 quarter. The position peaked at $54.8K in Q1 2023. 297 funds tracked by Wall St. Rank hold IBDO as of Q2 2023.

  • Bank of Montreal reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2023 after selling out during the quarter.
  • Bank of Montreal sold 2,175 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2023, an estimated $54.8K.
  • Bank of Montreal first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2023 and held it in 1 quarter.
  • Bank of Montreal's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $54.8K in Q1 2023.
  • 297 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2023.

Based on Bank of Montreal's 13F filing for Q2 2023, filed 2 Aug 2023.