Bank of Montreal
IBDP

Bank of Montreal’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Bank of Montreal’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-88,900
Closed -$2.24M – 4023
2024
Q3 		$2.24M Buy
+88,900
New +$2.23M ﹤0.01% 1650

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of Montreal's IBDP Position: Q4 2024 in Review

Bank of Montreal sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 88,900 shares — an estimated $2.24M sold.

Bank of Montreal first reported a position in IBDP in Q3 2024 and held it in 1 quarter. The position peaked at $2.24M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Bank of Montreal reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 88,900 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $2.24M.
  • Bank of Montreal first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2024 and held it in 1 quarter.
  • Bank of Montreal's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.24M in Q3 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.