Bank of Montreal
IBTL icon

Bank of Montreal’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Bank of Montreal’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-659
Closed -$13.5K – 3871
2025
Q4 		$13.5K Hold
659
– – ﹤0.01% 3395
2025
Q3 		$13.6K Buy
+659
New +$13.5K ﹤0.01% 3332

Other funds holding IBTL

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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Bank of Montreal sold out of iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q1 2026, closing a stake of 659 shares — an estimated $13.5K sold.

Bank of Montreal first reported a position in IBTL in Q3 2025 and held it in 2 quarters. The position peaked at $13.6K in Q3 2025. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • Bank of Montreal reported no remaining iShares iBonds Dec 2031 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 659 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $13.5K.
  • Bank of Montreal first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2025 and held it in 2 quarters.
  • Bank of Montreal's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $13.6K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

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