Bank of Montreal
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Bank of Montreal’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Bank of Montreal’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.4K Buy
1,674
+11
+0.7% +$252 ﹤0.01% 3354
2025
Q4 		$38.1K Buy
1,663
+21
+1% +$481 ﹤0.01% 3244
2025
Q3 		$37.7K Sell
1,642
-1,906
-54% -$43.6K ﹤0.01% 3182
2025
Q2 		$81.4K Buy
3,548
+1,565
+79% +$35.8K ﹤0.01% 3040
2025
Q1 		$45.5K Buy
1,983
+385
+24% +$8.79K ﹤0.01% 3089
2024
Q4 		$36.4K Buy
1,598
+22
+1% +$502 ﹤0.01% 3165
2024
Q3 		$36.4K Buy
1,576
+16
+1% +$366 ﹤0.01% 3478
2024
Q2 		$35.3K Buy
1,560
+16
+1% +$361 ﹤0.01% 3488
2024
Q1 		$35.1K Buy
+1,544
New +$35.1K ﹤0.01% 3524

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bank of Montreal's IBTG Position: Q1 2026 in Review

Bank of Montreal increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 0.66% in Q1 2026, buying an estimated $252 and bringing the position to 1,674 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3354.

Bank of Montreal first reported a position in IBTG in Q1 2024 and has held it in 9 quarters since. The position peaked at $81.4K in Q2 2025. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

  • Bank of Montreal held 1,674 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $38.4K as of Q1 2026.
  • Bank of Montreal bought 11 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $252.
  • iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3354 holding.
  • Bank of Montreal first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
  • Bank of Montreal's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $81.4K in Q2 2025.
  • 323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.