Bank of Montreal
IBMO icon

Bank of Montreal’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Bank of Montreal’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,392
Closed -$187K – 4042
2024
Q1 		$187K Buy
+7,392
New +$188K ﹤0.01% 3080

Other funds holding IBMO

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 $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of Montreal sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2024, closing a stake of 7,392 shares — an estimated $187K sold.

Bank of Montreal first reported a position in IBMO in Q1 2024 and held it in 1 quarter. The position peaked at $187K in Q1 2024. 155 funds tracked by Wall St. Rank hold IBMO as of Q2 2024.

  • Bank of Montreal reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 7,392 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2024, an estimated $187K.
  • Bank of Montreal first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q1 2024 and held it in 1 quarter.
  • Bank of Montreal's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $187K in Q1 2024.
  • 155 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2024.

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