Bank of Montreal
IBML

Bank of Montreal’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Bank of Montreal’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-48,993
Closed -$1.25M – 4399
2023
Q3 		$1.25M Buy
+48,993
New +$1.25M ﹤0.01% 1933

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Bank of Montreal's IBML Position: Q4 2023 in Review

Bank of Montreal sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 48,993 shares — an estimated $1.25M sold.

Bank of Montreal first reported a position in IBML in Q3 2023 and held it in 1 quarter. The position peaked at $1.25M in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Bank of Montreal reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Bank of Montreal sold 48,993 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $1.25M.
  • Bank of Montreal first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2023 and held it in 1 quarter.
  • Bank of Montreal's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $1.25M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Bank of Montreal's 13F filing for Q4 2023, filed 8 Feb 2024.