Bank of Montreal
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Bank of Montreal’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Bank of Montreal’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.9K Buy
589
+5
+0.9% +$128 ﹤0.01% 3516
2025
Q4 		$14.9K Buy
584
+9
+2% +$230 ﹤0.01% 3383
2025
Q3 		$14.7K Buy
+575
New +$14.6K ﹤0.01% 3318
2025
Q2 		– Sell
-350
Closed -$8.75K – 3623
2025
Q1 		$8.75K Buy
+350
New +$8.66K ﹤0.01% 3315

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Bank of Montreal increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 0.86% in Q1 2026, buying an estimated $128 and bringing the position to 589 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3516.

Bank of Montreal first reported a position in IBDX in Q1 2025 and has held it in 4 quarters since. The position peaked at $14.9K in Q4 2025. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

  • Bank of Montreal held 589 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $14.9K as of Q1 2026.
  • Bank of Montreal bought 5 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $128.
  • iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3516 holding.
  • Bank of Montreal first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2025 and has held it in 4 quarters since.
  • Bank of Montreal's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $14.9K in Q4 2025.
  • 221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

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