Bank of Montreal
IBHE

Bank of Montreal’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Bank of Montreal’s Portfolio IBHE Stock Details IBHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,965
Closed -$45.7K – 3665
2025
Q2 		$45.7K Buy
+1,965
New +$45.6K ﹤0.01% 3159
2024
Q2 		– Sell
-690
Closed -$16.2K – 4040
2024
Q1 		$16.2K Buy
+690
New +$16K ﹤0.01% 3635

Other funds holding IBHE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

Bank of Montreal's IBHE Position: Q3 2025 in Review

Bank of Montreal sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q3 2025, closing a stake of 1,965 shares — an estimated $45.7K sold.

Bank of Montreal first reported a position in IBHE in Q1 2024 and held it in 2 quarters. The position peaked at $45.7K in Q2 2025. 141 funds tracked by Wall St. Rank hold IBHE as of Q3 2025.

  • Bank of Montreal reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 1,965 iShares iBonds 2025 Term High Yield and Income ETF shares in Q3 2025, an estimated $45.7K.
  • Bank of Montreal first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2024 and held it in 2 quarters.
  • Bank of Montreal's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $45.7K in Q2 2025.
  • 141 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.