Bank of Montreal’s iShares iBonds 1-5 Year Corporate Ladder ETF LDRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$141K	Buy	+5,576	New	+$141K	﹤0.01%	3043

Other funds holding LDRC

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of Montreal opened a new position in iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) in Q1 2026: 5,576 shares worth $141K. The stake represents ﹤0.01% of the portfolio and ranks #3043 among its holdings.

14 funds tracked by Wall St. Rank hold LDRC as of Q1 2026.

Bank of Montreal held 5,576 shares of iShares iBonds 1-5 Year Corporate Ladder ETF worth $141K as of Q1 2026.
iShares iBonds 1-5 Year Corporate Ladder ETF was a new Bank of Montreal position in Q1 2026.
iShares iBonds 1-5 Year Corporate Ladder ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3043 holding.
14 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Corporate Ladder ETF as of Q1 2026.

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