Bank of Montreal
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Bank of Montreal’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Bank of Montreal’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,959
Closed -$45.5K – 3663
2025
Q2 		$45.5K Buy
+1,959
New +$45.2K ﹤0.01% 3161
2024
Q2 		– Sell
-640
Closed -$14.8K – 4038
2024
Q1 		$14.8K Buy
+640
New +$14.7K ﹤0.01% 3650

Other funds holding IBHF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

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

Bank of Montreal sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q3 2025, closing a stake of 1,959 shares — an estimated $45.5K sold.

Bank of Montreal first reported a position in IBHF in Q1 2024 and held it in 2 quarters. The position peaked at $45.5K in Q2 2025. 158 funds tracked by Wall St. Rank hold IBHF as of Q3 2025.

  • Bank of Montreal reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 1,959 iShares iBonds 2026 Term High Yield and Income ETF shares in Q3 2025, an estimated $45.5K.
  • Bank of Montreal first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2024 and held it in 2 quarters.
  • Bank of Montreal's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $45.5K in Q2 2025.
  • 158 funds tracked by Wall St. Rank held iShares iBonds 2026 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.