Bank of Montreal
IBMM

Bank of Montreal’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Bank of Montreal’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-364,617
Closed -$9.47M – 4374
2024
Q1 		$9.47M Buy
+364,617
New +$9.46M ﹤0.01% 994

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of Montreal's IBMM Position: Q2 2024 in Review

Bank of Montreal sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q2 2024, closing a stake of 364,617 shares — an estimated $9.47M sold.

Bank of Montreal first reported a position in IBMM in Q1 2024 and held it in 1 quarter. The position peaked at $9.47M in Q1 2024. 164 funds tracked by Wall St. Rank hold IBMM as of Q2 2024.

  • Bank of Montreal reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 364,617 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q2 2024, an estimated $9.47M.
  • Bank of Montreal first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q1 2024 and held it in 1 quarter.
  • Bank of Montreal's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $9.47M in Q1 2024.
  • 164 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.