Bank of Montreal
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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
2026
Q2 		$54.4K Buy
+2,463
New +$54.4K ﹤0.01% 3404
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

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Bank of Montreal opened a new position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q2 2026: 2,463 shares worth $54.4K. The stake represents ﹤0.01% of the portfolio and ranks #3404 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in IBHG as recently as Q2 2025.

Bank of Montreal first reported a position in IBHG in Q1 2024 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

  • Bank of Montreal held 2,463 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $54.4K as of Q2 2026.
  • iShares iBonds 2027 Term High Yield and Income ETF was a new Bank of Montreal position in Q2 2026.
  • iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3404 holding.
  • Bank of Montreal first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2024 and has held it in 3 quarters since.
  • 134 funds tracked by Wall St. Rank held iShares iBonds 2027 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.