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
2026
Q2 		$53.8K Buy
+2,376
New +$54.1K ﹤0.01% 3406
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

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

Bank of Montreal opened a new position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2026: 2,376 shares worth $53.8K. The stake represents ﹤0.01% of the portfolio and ranks #3406 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in IBHF as recently as Q2 2025.

Bank of Montreal first reported a position in IBHF in Q1 2024 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Bank of Montreal held 2,376 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $53.8K as of Q2 2026.
  • iShares iBonds 2026 Term High Yield and Income ETF was a new Bank of Montreal position in Q2 2026.
  • iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3406 holding.
  • Bank of Montreal first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2024 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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