Bank of Montreal
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Bank of Montreal’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Bank of Montreal’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15K Buy
717
+6
+0.8% +$127 ﹤0.01% 3515
2025
Q4 		$15K Buy
711
+11
+2% +$233 ﹤0.01% 3382
2025
Q3 		$14.9K Buy
+700
New +$14.7K ﹤0.01% 3316
2025
Q2 		– Sell
-400
Closed -$8.3K – 3622
2025
Q1 		$8.3K Buy
+400
New +$8.21K ﹤0.01% 3319

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal's IBDW Position: Q1 2026 in Review

Bank of Montreal increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 0.84% in Q1 2026, buying an estimated $127 and bringing the position to 717 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #3515.

Bank of Montreal first reported a position in IBDW in Q1 2025 and has held it in 4 quarters since. The position peaked at $15K in Q4 2025. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • Bank of Montreal held 717 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $15K as of Q1 2026.
  • Bank of Montreal bought 6 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $127.
  • iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3515 holding.
  • Bank of Montreal first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and has held it in 4 quarters since.
  • Bank of Montreal's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $15K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.