Bank of Montreal
IBHG icon

Bank of Montreal’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Bank of Montreal’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,794
Closed -$40.4K – 3664
2025
Q2 		$40.4K Buy
+1,794
New +$39.9K ﹤0.01% 3178
2024
Q2 		– Sell
-1,420
Closed -$31.7K – 4039
2024
Q1 		$31.7K Buy
+1,420
New +$31.5K ﹤0.01% 3548

Other funds holding IBHG

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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

Bank of Montreal sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q3 2025, closing a stake of 1,794 shares — an estimated $40.4K sold.

Bank of Montreal first reported a position in IBHG in Q1 2024 and held it in 2 quarters. The position peaked at $40.4K in Q2 2025. 94 funds tracked by Wall St. Rank hold IBHG as of Q3 2025.

  • Bank of Montreal reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 1,794 iShares iBonds 2027 Term High Yield and Income ETF shares in Q3 2025, an estimated $40.4K.
  • Bank of Montreal first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2024 and held it in 2 quarters.
  • Bank of Montreal's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $40.4K in Q2 2025.
  • 94 funds tracked by Wall St. Rank held iShares iBonds 2027 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.