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 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	-$182	–	4133
2022 Q3	$182	Buy	+4,282	New	+$191K	﹤0.01%	3246

Other funds holding IMTB

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

OWA

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ECM

Ethos Capital Management Newtown, Pennsylvania $140M AUM

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of Montreal held its iShares Core 5-10 Year USD Bond ETF (IMTB) position steady in Q1 2026 at 5,087 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2866.

Bank of Montreal first reported a position in IMTB in Q3 2022 and has held it in 11 quarters since. The position peaked at $264K in Q3 2024. 61 funds tracked by Wall St. Rank hold IMTB as of Q1 2026.

Bank of Montreal held 5,087 shares of iShares Core 5-10 Year USD Bond ETF worth $223K as of Q1 2026.
Bank of Montreal left its iShares Core 5-10 Year USD Bond ETF share count unchanged in Q1 2026.
iShares Core 5-10 Year USD Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2866 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 11 quarters since.
Bank of Montreal's iShares Core 5-10 Year USD Bond ETF position peaked at $264K in Q3 2024.
61 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q1 2026.

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