Bank of Montreal
IBMN

Bank of Montreal’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

Bank of Montreal’s Portfolio IBMN Stock Details IBMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-24,101
Closed -$638K – 4041
2024
Q1 		$638K Buy
+24,101
New +$638K ﹤0.01% 2271

Other funds holding IBMN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of Montreal sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2024, closing a stake of 24,101 shares — an estimated $638K sold.

Bank of Montreal first reported a position in IBMN in Q1 2024 and held it in 1 quarter. The position peaked at $638K in Q1 2024. 154 funds tracked by Wall St. Rank hold IBMN as of Q2 2024.

  • Bank of Montreal reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 24,101 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q2 2024, an estimated $638K.
  • Bank of Montreal first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q1 2024 and held it in 1 quarter.
  • Bank of Montreal's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $638K in Q1 2024.
  • 154 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2024.

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