Bank of Montreal’s iShares Biotechnology ETF IBB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-32,500	Closed	-$4.46M	–	4093
2023 Q4	$4.46M	Buy	32,500 +30,000	+1,200%	+$3.66M	﹤0.01%	1328
2023 Q3	$319K	Buy	+2,500	New	+$318K	﹤0.01%	2759
2018 Q1	–	Sell	-57,000	Closed	-$6.09M	–	4238
2017 Q4	$6.09M	Buy	57,000 +30,000	+111%	+$3.21M	0.01%	1052
2017 Q3	$3M	Hold	27,000	–	–	﹤0.01%	1406
2017 Q2	$2.79M	Sell	27,000 -91,200	-77%	-$8.98M	﹤0.01%	1460
2017 Q1	$11.6M	Buy	+118,200	New	+$11.3M	0.01%	764
2014 Q3	–	Sell	-27,600	Closed	-$2.37M	–	4194
2014 Q2	$2.37M	Sell	27,600 -47,700	-63%	-$3.76M	﹤0.01%	1394
2014 Q1	$5.93M	Buy	+75,300	New	+$6.27M	0.01%	874

Other funds holding IBB

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Bank of Montreal reduced its iShares Biotechnology ETF (IBB) stake by 2.5% in Q2 2026, selling an estimated $158K and leaving 35,445 shares worth $6.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Bank of Montreal first reported a position in IBB in Q2 2013 and has held it in 53 quarters since. The position peaked at $44.9M in Q4 2017. 758 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

Bank of Montreal held 35,445 shares of iShares Biotechnology ETF worth $6.74M as of Q2 2026.
Bank of Montreal sold 918 iShares Biotechnology ETF shares in Q2 2026, an estimated $158K.
iShares Biotechnology ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1276 holding.
Bank of Montreal first reported a position in iShares Biotechnology ETF in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's iShares Biotechnology ETF position peaked at $44.9M in Q4 2017.
758 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

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