Bank of Montreal
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Bank of Montreal’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Bank of Montreal’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.5K Buy
1,729
+11
+0.6% +$246 ﹤0.01% 3352
2025
Q4 		$38.4K Buy
1,718
+21
+1% +$470 ﹤0.01% 3237
2025
Q3 		$38K Sell
1,697
-1,597
-48% -$35.6K ﹤0.01% 3179
2025
Q2 		$73.7K Buy
3,294
+1,231
+60% +$27.4K ﹤0.01% 3064
2025
Q1 		$45.9K Buy
2,063
+410
+25% +$9.03K ﹤0.01% 3087
2024
Q4 		$36.2K Buy
1,653
+21
+1% +$463 ﹤0.01% 3169
2024
Q3 		$36.8K Buy
1,632
+16
+1% +$356 ﹤0.01% 3475
2024
Q2 		$35.4K Buy
1,616
+16
+1% +$347 ﹤0.01% 3487
2024
Q1 		$35.2K Buy
+1,600
New +$35.2K ﹤0.01% 3521

Other funds holding IBTI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

Bank of Montreal increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 0.64% in Q1 2026, buying an estimated $246 and bringing the position to 1,729 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3352.

Bank of Montreal first reported a position in IBTI in Q1 2024 and has held it in 9 quarters since. The position peaked at $73.7K in Q2 2025. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

  • Bank of Montreal held 1,729 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $38.5K as of Q1 2026.
  • Bank of Montreal bought 11 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $246.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3352 holding.
  • Bank of Montreal first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
  • Bank of Montreal's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $73.7K in Q2 2025.
  • 250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

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