Bank of Montreal
IBHH icon

Bank of Montreal’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Bank of Montreal’s Portfolio IBHH Stock Details IBHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,518
Closed -$36K – 3666
2025
Q2 		$36K Buy
+1,518
New +$35.4K ﹤0.01% 3200
2024
Q1 		– Sell
-10,500
Closed -$246K – 4094
2023
Q4 		$246K Buy
+10,500
New +$236K ﹤0.01% 2989

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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

Bank of Montreal sold out of iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q3 2025, closing a stake of 1,518 shares — an estimated $36K sold.

Bank of Montreal first reported a position in IBHH in Q4 2023 and held it in 2 quarters. The position peaked at $246K in Q4 2023. 71 funds tracked by Wall St. Rank hold IBHH as of Q3 2025.

  • Bank of Montreal reported no remaining iShares iBonds 2028 Term High Yield and Income ETF position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 1,518 iShares iBonds 2028 Term High Yield and Income ETF shares in Q3 2025, an estimated $36K.
  • Bank of Montreal first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q4 2023 and held it in 2 quarters.
  • Bank of Montreal's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $246K in Q4 2023.
  • 71 funds tracked by Wall St. Rank held iShares iBonds 2028 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.