Bank of Montreal
IUSB icon

Bank of Montreal’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Bank of Montreal’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$525K Sell
11,358
-275
-2% -$12.8K ﹤0.01% 2372
2025
Q4 		$541K Sell
11,633
-296
-2% -$13.8K ﹤0.01% 2273
2025
Q3 		$557K Buy
11,929
+467
+4% +$21.6K ﹤0.01% 2220
2025
Q2 		$530K Buy
11,462
+2,522
+28% +$115K ﹤0.01% 2246
2025
Q1 		$412K Buy
8,940
+419
+5% +$19.1K ﹤0.01% 2317
2024
Q4 		$385K Buy
8,521
+146
+2% +$6.7K ﹤0.01% 2392
2024
Q3 		$396K Buy
8,375
+817
+11% +$37.9K ﹤0.01% 2563
2024
Q2 		$344K Buy
7,558
+1,032
+16% +$46.4K ﹤0.01% 2643
2024
Q1 		$298K Buy
6,526
+5,175
+383% +$236K ﹤0.01% 2785
2023
Q4 		$62.3K Buy
1,351
+265
+24% +$11.7K ﹤0.01% 3500
2023
Q3 		$48.7K Buy
+1,086
New +$48.5K ﹤0.01% 3432
2022
Q3 		– Sell
-6,556
Closed -$304 – 4234
2022
Q2 		$304 Hold
6,556
– – ﹤0.01% 3001
2022
Q1 		$325K Hold
6,556
– – ﹤0.01% 3142
2021
Q4 		$348K Hold
6,556
– – ﹤0.01% 2637
2021
Q3 		$352K Sell
6,556
-234
-3% -$12.6K ﹤0.01% 3060
2021
Q2 		$363K Buy
6,790
+2,565
+61% +$136K ﹤0.01% 2992
2021
Q1 		$224K Buy
+4,225
New +$226K ﹤0.01% 3060
2020
Q3 		– Sell
-1,786
Closed -$97K – 4849
2020
Q2 		$97K Buy
+1,786
New +$95.7K ﹤0.01% 3104

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Bank of Montreal reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 2.4% in Q1 2026, selling an estimated $12.8K and leaving 11,358 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #2372.

Bank of Montreal first reported a position in IUSB in Q2 2020 and has held it in 18 quarters since. The position peaked at $557K in Q3 2025. 839 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Bank of Montreal held 11,358 shares of iShares Core Universal USD Bond ETF worth $525K as of Q1 2026.
  • Bank of Montreal sold 275 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $12.8K.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2372 holding.
  • Bank of Montreal first reported a position in iShares Core Universal USD Bond ETF in Q2 2020 and has held it in 18 quarters since.
  • Bank of Montreal's iShares Core Universal USD Bond ETF position peaked at $557K in Q3 2025.
  • 839 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

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