Bank of Montreal
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Bank of Montreal’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Bank of Montreal’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-463
Closed -$11.4K – 3872
2025
Q4 		$11.4K Hold
463
– – ﹤0.01% 3410
2025
Q3 		$11.4K Buy
+463
New +$11.3K ﹤0.01% 3348

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of Montreal sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q1 2026, closing a stake of 463 shares — an estimated $11.4K sold.

Bank of Montreal first reported a position in IBTO in Q3 2025 and held it in 2 quarters. The position peaked at $11.4K in Q3 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Bank of Montreal reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 463 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $11.4K.
  • Bank of Montreal first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2025 and held it in 2 quarters.
  • Bank of Montreal's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $11.4K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

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