Bank of Montreal
IBHC

Bank of Montreal’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Bank of Montreal’s Portfolio IBHC Stock Details IBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1
Closed -$25 – 4395
2023
Q3 		$25 Buy
+1
New +$24 ﹤0.01% 3761

Other funds holding IBHC

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bank of Montreal's IBHC Position: Q4 2023 in Review

Bank of Montreal sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 1 share — an estimated $25 sold.

Bank of Montreal first reported a position in IBHC in Q3 2023 and held it in 1 quarter. The position peaked at $25 in Q3 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

  • Bank of Montreal reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
  • Bank of Montreal sold 1 iShares iBonds 2023 Term High Yield and Income ETF share in Q4 2023, an estimated $25.
  • Bank of Montreal first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q3 2023 and held it in 1 quarter.
  • Bank of Montreal's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $25 in Q3 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2023.

Based on Bank of Montreal's 13F filing for Q4 2023, filed 8 Feb 2024.