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
Q2 		$15K Buy
596
+7
+1% +$176 ﹤0.01% 3629
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 $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Bank of Montreal increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 1.2% in Q2 2026, buying an estimated $176 and bringing the position to 596 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #3629.

Bank of Montreal first reported a position in IBDX in Q1 2025 and has held it in 5 quarters since. 229 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Bank of Montreal held 596 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $15K as of Q2 2026.
  • Bank of Montreal bought 7 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $176.
  • iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3629 holding.
  • Bank of Montreal first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2025 and has held it in 5 quarters since.
  • 229 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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