Bank of Montreal
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Bank of Montreal’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Bank of Montreal’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.7K Sell
672
-1,818
-73% -$39.7K ﹤0.01% 3633
2026
Q1 		$54.5K Buy
2,490
+1,830
+277% +$40.4K ﹤0.01% 3264
2025
Q4 		$14.6K Buy
660
+10
+2% +$221 ﹤0.01% 3386
2025
Q3 		$14.4K Buy
+650
New +$14.3K ﹤0.01% 3323
2025
Q2 		– Sell
-400
Closed -$8.69K – 3621
2025
Q1 		$8.69K Buy
+400
New +$8.6K ﹤0.01% 3316

Other funds holding IBDV

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Bank of Montreal's IBDV Position: Q2 2026 in Review

Bank of Montreal reduced its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 73% in Q2 2026, selling an estimated $39.7K and leaving 672 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3633.

Bank of Montreal first reported a position in IBDV in Q1 2025 and has held it in 5 quarters since. The position peaked at $54.5K in Q1 2026. 310 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Bank of Montreal held 672 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $14.7K as of Q2 2026.
  • Bank of Montreal sold 1,818 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $39.7K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3633 holding.
  • Bank of Montreal first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
  • Bank of Montreal's iShares iBonds Dec 2030 Term Corporate ETF position peaked at $54.5K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.