Bank of Montreal
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Bank of Montreal’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Bank of Montreal’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,086
Closed -$48.6K – 3953
2026
Q1 		$48.6K Buy
+2,086
New +$49K ﹤0.01% 3304
2024
Q1 		– Sell
-6,000
Closed -$140K – 4095
2023
Q4 		$140K Buy
6,000
+508
+9% +$11.2K ﹤0.01% 3285
2023
Q3 		$122K Buy
+5,492
New +$121K ﹤0.01% 3231

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return

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

Bank of Montreal sold out of iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q2 2026, closing a stake of 2,086 shares — an estimated $48.6K sold.

Bank of Montreal first reported a position in IBHI in Q3 2023 and held it in 3 quarters. The position peaked at $140K in Q4 2023. 86 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Bank of Montreal reported no remaining iShares iBonds 2029 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Bank of Montreal sold 2,086 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $48.6K.
  • Bank of Montreal first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q3 2023 and held it in 3 quarters.
  • Bank of Montreal's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $140K in Q4 2023.
  • 86 funds tracked by Wall St. Rank held iShares iBonds 2029 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.