Bank of Montreal’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.39M | Buy |
98,456
+81,945
| +496% | +$1.98M | ﹤0.01% | 1583 |
|
|
2025
Q4 | $397K | Sell |
16,511
-960
| -5% | -$23.2K | ﹤0.01% | 2428 |
|
|
2025
Q3 | $425K | Sell |
17,471
-1,294
| -7% | -$31.4K | ﹤0.01% | 2337 |
|
|
2025
Q2 | $455K | Buy |
18,765
+2,719
| +17% | +$65.6K | ﹤0.01% | 2336 |
|
|
2025
Q1 | $391K | Hold |
16,046
| – | – | ﹤0.01% | 2343 |
|
|
2024
Q4 | $379K | Buy |
+16,046
| New | +$382K | ﹤0.01% | 2412 |
|
|
2024
Q2 | – | Sell |
-3,540
| Closed | -$84.1K | – | 4230 |
|
|
2024
Q1 | $84.1K | Hold |
3,540
| – | – | ﹤0.01% | 3323 |
|
|
2023
Q4 | $83.7K | Buy |
+3,540
| New | +$82.4K | ﹤0.01% | 3426 |
|
|
2023
Q3 | – | Sell |
-11,584
| Closed | -$275K | – | 4222 |
|
|
2023
Q2 | $275K | Sell |
11,584
-1,375
| -11% | -$32.8K | ﹤0.01% | 3013 |
|
|
2023
Q1 | $313K | Buy |
12,959
+676
| +6% | +$16K | ﹤0.01% | 2754 |
|
|
2022
Q4 | $289K | Sell |
12,283
-1,653
| -12% | -$39K | ﹤0.01% | 2930 |
|
|
2022
Q3 | $334 | Sell |
13,936
-2,676
| -16% | -$65.7K | ﹤0.01% | 2868 |
|
|
2022
Q2 | $419 | Buy |
16,612
+257
| +2% | +$6.52K | ﹤0.01% | 2803 |
|
|
2022
Q1 | $426K | Sell |
16,355
-1,367
| -8% | -$35.7K | ﹤0.01% | 2951 |
|
|
2021
Q4 | $467K | Buy |
17,722
+2,817
| +19% | +$74.3K | ﹤0.01% | 2441 |
|
|
2021
Q3 | $393K | Hold |
14,905
| – | – | ﹤0.01% | 3002 |
|
|
2021
Q2 | $395K | Buy |
+14,905
| New | +$395K | ﹤0.01% | 2952 |
|
|
2019
Q3 | – | Sell |
-5,971
| Closed | -$147K | – | 4973 |
|
|
2019
Q2 | $147K | Buy |
5,971
+2,818
| +89% | +$68.9K | ﹤0.01% | 3100 |
|
|
2019
Q1 | $77K | Buy |
+3,153
| New | +$75.8K | ﹤0.01% | 3181 |
|
|
2018
Q4 | – | Sell |
-6,532
| Closed | -$156K | – | 4850 |
|
|
2018
Q3 | $156K | Buy |
6,532
+1,430
| +28% | +$34.4K | ﹤0.01% | 2892 |
|
|
2018
Q2 | $124K | Sell |
5,102
-212
| -4% | -$5.14K | ﹤0.01% | 3018 |
|
|
2018
Q1 | $130K | Buy |
+5,314
| New | +$129K | ﹤0.01% | 2855 |
|
|
2017
Q2 | – | Sell |
-14,000
| Closed | -$349K | – | 4286 |
|
|
2017
Q1 | $349K | Sell |
14,000
-402
| -3% | -$9.97K | ﹤0.01% | 2241 |
|
|
2016
Q4 | $356K | Sell |
14,402
-21,100
| -59% | -$522K | ﹤0.01% | 2251 |
|
|
2016
Q3 | $882K | Sell |
35,502
-16,900
| -32% | -$419K | ﹤0.01% | 1872 |
|
|
2016
Q2 | $1.31M | Buy |
52,402
+42,571
| +433% | +$1.05M | ﹤0.01% | 1708 |
|
|
2016
Q1 | $243K | Sell |
9,831
-4,111
| -29% | -$100K | ﹤0.01% | 2351 |
|
|
2015
Q4 | $337K | Buy |
13,942
+2,364
| +20% | +$57.5K | ﹤0.01% | 2157 |
|
|
2015
Q3 | $282K | Buy |
11,578
+4,373
| +61% | +$107K | ﹤0.01% | 2102 |
|
|
2015
Q2 | $177K | Buy |
7,205
+4,634
| +180% | +$114K | ﹤0.01% | 2463 |
|
|
2015
Q1 | $63K | Buy |
2,571
+1,436
| +127% | +$35K | ﹤0.01% | 2838 |
|
|
2014
Q4 | $28K | Buy |
+1,135
| New | +$28K | ﹤0.01% | 3242 |
|
|
2014
Q3 | – | Sell |
-3,417
| Closed | -$86K | – | 4387 |
|
|
2014
Q2 | $86K | Buy |
+3,417
| New | +$85.8K | ﹤0.01% | 2944 |
|
|
2014
Q1 | – | Sell |
-7,463
| Closed | -$186K | – | 4156 |
|
|
2013
Q4 | $186K | Buy |
7,463
+5,526
| +285% | +$138K | ﹤0.01% | 2267 |
|
|
2013
Q3 | $48K | Buy |
+1,937
| New | +$48.4K | ﹤0.01% | 2847 |
|
Other funds holding TDTT
BIA
WPA
BCM
5SA
VA
Bank of Montreal's TDTT Position: Q1 2026 in Review
Bank of Montreal increased its FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) stake by 496% in Q1 2026, buying an estimated $1.98M and bringing the position to 98,456 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1583.
Bank of Montreal first reported a position in TDTT in Q3 2013 and has held it in 35 quarters since. 109 funds tracked by Wall St. Rank hold TDTT as of Q1 2026.
- Bank of Montreal held 98,456 shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund worth $2.39M as of Q1 2026.
- Bank of Montreal bought 81,945 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q1 2026, an estimated $1.98M.
- FlexShares iBoxx 3-Year Target Duration TIPS Index Fund made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1583 holding.
- Bank of Montreal first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q3 2013 and has held it in 35 quarters since.
- 109 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.