Bank of Montreal
PBTP icon

Bank of Montreal’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Bank of Montreal’s Portfolio PBTP Stock Details PBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,000
Closed -$25.4K – 3671
2024
Q4 		$25.4K Buy
+1,000
New +$25.5K ﹤0.01% 3220

Other funds holding PBTP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal's PBTP Position: Q1 2025 in Review

Bank of Montreal sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q1 2025, closing a stake of 1,000 shares — an estimated $25.4K sold.

Bank of Montreal first reported a position in PBTP in Q4 2024 and held it in 1 quarter. The position peaked at $25.4K in Q4 2024. 29 funds tracked by Wall St. Rank hold PBTP as of Q1 2025.

  • Bank of Montreal reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • Bank of Montreal sold 1,000 Invesco 0-5 Yr US TIPS ETF shares in Q1 2025, an estimated $25.4K.
  • Bank of Montreal first reported a position in Invesco 0-5 Yr US TIPS ETF in Q4 2024 and held it in 1 quarter.
  • Bank of Montreal's Invesco 0-5 Yr US TIPS ETF position peaked at $25.4K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q1 2025.

Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.