Bank of Montreal
IBMF

Bank of Montreal’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Bank of Montreal’s Portfolio IBMF Stock Details IBMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-450
Closed -$12K – 4237
2015
Q1 		$12K Buy
+450
New +$12.4K ﹤0.01% 3447

Other funds holding IBMF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Bank of Montreal's IBMF Position: Q2 2015 in Review

Bank of Montreal sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q2 2015, closing a stake of 450 shares — an estimated $12K sold.

Bank of Montreal first reported a position in IBMF in Q1 2015 and held it in 1 quarter. The position peaked at $12K in Q1 2015. 52 funds tracked by Wall St. Rank hold IBMF as of Q2 2015.

  • Bank of Montreal reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Bank of Montreal sold 450 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q2 2015, an estimated $12K.
  • Bank of Montreal first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q1 2015 and held it in 1 quarter.
  • Bank of Montreal's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $12K in Q1 2015.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q2 2015.

Based on Bank of Montreal's 13F filing for Q2 2015, filed 4 Aug 2015.