Bank of Montreal
IBMK

Bank of Montreal’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Bank of Montreal’s Portfolio IBMK Stock Details IBMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-96,462
Closed -$2.5K – 4551
2022
Q3 		$2.5K Buy
+96,462
New +$2.5M ﹤0.01% 1706

Other funds holding IBMK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Bank of Montreal's IBMK Position: Q4 2022 in Review

Bank of Montreal sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 96,462 shares — an estimated $2.5K sold.

Bank of Montreal first reported a position in IBMK in Q3 2022 and held it in 1 quarter. The position peaked at $2.5K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Bank of Montreal reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Bank of Montreal sold 96,462 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $2.5K.
  • Bank of Montreal first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2022 and held it in 1 quarter.
  • Bank of Montreal's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $2.5K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Bank of Montreal's 13F filing for Q4 2022, filed 1 Feb 2023.