Bank of Montreal’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Bank of Montreal’s Portfolio IMTB Stock Details IMTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$212K	Sell	4,865 -222	-4%	-$9.69K	﹤0.01%	2976
2026 Q1	$223K	Hold	5,087	–	–	﹤0.01%	2866
2025 Q4	$225K	Hold	5,087	–	–	﹤0.01%	2774
2025 Q3	$225K	Hold	5,087	–	–	﹤0.01%	2704
2025 Q2	$222K	Hold	5,087	–	–	﹤0.01%	2753
2025 Q1	$221K	Hold	5,087	–	–	﹤0.01%	2686
2024 Q4	$216K	Sell	5,087 -847	-14%	-$36.6K	﹤0.01%	2728
2024 Q3	$264K	Buy	5,934 +2,332	+65%	+$102K	﹤0.01%	2864
2024 Q2	$155K	Hold	3,602	–	–	﹤0.01%	3103
2024 Q1	$155K	Hold	3,602	–	–	﹤0.01%	3150
2023 Q4	$157K	Buy	+3,602	New	+$150K	﹤0.01%	3226
2022 Q4	–	Sell	-4,282	Closed	-$182K	–	4133
2022 Q3	$182K	Buy	+4,282	New	+$191K	﹤0.01%	3246

Other funds holding IMTB

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bank of Montreal reduced its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 4.4% in Q2 2026, selling an estimated $9.69K and leaving 4,865 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #2976.

Bank of Montreal first reported a position in IMTB in Q3 2022 and has held it in 12 quarters since. The position peaked at $264K in Q3 2024. 63 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

Bank of Montreal held 4,865 shares of iShares Core 5-10 Year USD Bond ETF worth $212K as of Q2 2026.
Bank of Montreal sold 222 iShares Core 5-10 Year USD Bond ETF shares in Q2 2026, an estimated $9.69K.
iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2976 holding.
Bank of Montreal first reported a position in iShares Core 5-10 Year USD Bond ETF in Q3 2022 and has held it in 12 quarters since.
Bank of Montreal's iShares Core 5-10 Year USD Bond ETF position peaked at $264K in Q3 2024.
63 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

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