Bank of Montreal
LDRC

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
Q2 		$125K Sell
4,945
-631
-11% -$15.9K ﹤0.01% 3172
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
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of Montreal reduced its iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) stake by 11% in Q2 2026, selling an estimated $15.9K and leaving 4,945 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #3172.

Bank of Montreal first reported a position in LDRC in Q1 2026 and has held it in 2 quarters since. The position peaked at $141K in Q1 2026. 12 funds tracked by Wall St. Rank hold LDRC as of Q2 2026.

  • Bank of Montreal held 4,945 shares of iShares iBonds 1-5 Year Corporate Ladder ETF worth $125K as of Q2 2026.
  • Bank of Montreal sold 631 iShares iBonds 1-5 Year Corporate Ladder ETF shares in Q2 2026, an estimated $15.9K.
  • iShares iBonds 1-5 Year Corporate Ladder ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3172 holding.
  • Bank of Montreal first reported a position in iShares iBonds 1-5 Year Corporate Ladder ETF in Q1 2026 and has held it in 2 quarters since.
  • Bank of Montreal's iShares iBonds 1-5 Year Corporate Ladder ETF position peaked at $141K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held iShares iBonds 1-5 Year Corporate Ladder ETF as of Q2 2026.

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