Bank of Montreal
IBTJ icon

Bank of Montreal’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Bank of Montreal’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.5K Buy
1,764
+11
+0.6% +$241 ﹤0.01% 3351
2025
Q4 		$38.5K Buy
1,753
+21
+1% +$462 ﹤0.01% 3235
2025
Q3 		$38K Buy
1,732
+17
+1% +$372 ﹤0.01% 3178
2025
Q2 		$37.6K Buy
1,715
+17
+1% +$370 ﹤0.01% 3190
2025
Q1 		$37K Buy
1,698
+10
+0.6% +$215 ﹤0.01% 3119
2024
Q4 		$36K Buy
1,688
+22
+1% +$474 ﹤0.01% 3171
2024
Q3 		$36.9K Buy
1,666
+16
+1% +$350 ﹤0.01% 3473
2024
Q2 		$35.4K Buy
1,650
+16
+1% +$340 ﹤0.01% 3486
2024
Q1 		$35.2K Sell
1,634
-4,595
-74% -$99K ﹤0.01% 3520
2023
Q4 		$133K Buy
+6,229
New +$132K ﹤0.01% 3298

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of Montreal increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 0.63% in Q1 2026, buying an estimated $241 and bringing the position to 1,764 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3351.

Bank of Montreal first reported a position in IBTJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $133K in Q4 2023. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

  • Bank of Montreal held 1,764 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $38.5K as of Q1 2026.
  • Bank of Montreal bought 11 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2026, an estimated $241.
  • iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3351 holding.
  • Bank of Montreal first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
  • Bank of Montreal's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $133K in Q4 2023.
  • 216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

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