Bank of Montreal
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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
Q2 		$12.5K Buy
+620
New +$12.5K ﹤0.01% 3651
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 $617B AUM 30.33% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Bank of Montreal's IBTL Position: Q2 2026 in Review

Bank of Montreal opened a new position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q2 2026: 620 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #3651 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in IBTL as recently as Q4 2025.

Bank of Montreal first reported a position in IBTL in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.6K in Q3 2025. 134 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Bank of Montreal held 620 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $12.5K as of Q2 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF was a new Bank of Montreal position in Q2 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3651 holding.
  • Bank of Montreal first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • Bank of Montreal's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $13.6K in Q3 2025.
  • 134 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.