Bank of Montreal’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-35,000	Closed	-$3.86M	–	3910
2025 Q4	$3.86M	Hold	35,000	–	–	﹤0.01%	1422
2025 Q3	$3.9M	Hold	35,000	–	–	﹤0.01%	1401
2025 Q2	$3.84M	Buy	+35,000	New	+$3.76M	﹤0.01%	1354
2021 Q2	–	Sell	-80,000	Closed	-$10.5M	–	4383
2021 Q1	$10.5M	Sell	80,000 -444,600	-85%	-$59.2M	0.01%	983
2020 Q4	$70.9M	Buy	524,600 +501,500	+2,171%	+$68.3M	0.05%	328
2020 Q3	$3.1M	Buy	+23,100	New	+$3.15M	﹤0.01%	1459
2020 Q1	–	Sell	-150,000	Closed	-$19.2M	–	4425
2019 Q4	$19.2M	Buy	+150,000	New	+$19.1M	0.01%	704
2019 Q3	–	Sell	-750,000	Closed	-$93.3M	–	4874
2019 Q2	$93.3M	Buy	+750,000	New	+$90.1M	0.08%	220
2016 Q4	–	Sell	-4,000,000	Closed	-$493M	–	4132
2016 Q3	$493M	Hold	4,000,000	–	–	0.54%	33
2016 Q2	$491M	Hold	4,000,000	–	–	0.56%	32
2016 Q1	$475M	Buy	4,000,000 +500,000	+14%	+$57.5M	0.51%	32
2015 Q4	$399M	Buy	3,500,000 +3,000,000	+600%	+$347M	0.48%	37
2015 Q3	$58M	Buy	+500,000	New	+$57.8M	0.08%	225

Other funds holding LQD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Bank of Montreal increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 55% in Q1 2026, buying an estimated $21.4M and bringing the position to 549,674 shares worth $59.9M. The position accounts for 0.02% of the portfolio, ranked #492.

Bank of Montreal first reported a position in LQD in Q2 2013 and has held it in 52 quarters since. The position peaked at $505M in Q2 2020. 1,100 funds tracked by Wall St. Rank hold LQD as of Q1 2026.

Bank of Montreal held 549,674 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $59.9M as of Q1 2026.
Bank of Montreal bought 194,126 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $21.4M.
iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.02% of Bank of Montreal's portfolio in Q1 2026, its #492 holding.
Bank of Montreal first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $505M in Q2 2020.
1,100 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2026.

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