Bank of Montreal’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bank of Montreal’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-102,400	Closed	-$9.85M	–	3876
2025 Q4	$9.85M	Sell	102,400 -4,038,600	-98%	-$391M	﹤0.01%	1124
2025 Q3	$399M	Buy	4,141,000 +3,953,600	+2,110%	+$378M	0.15%	109
2025 Q2	$17.9M	Sell	187,400 -6,025,800	-97%	-$570M	0.01%	768
2025 Q1	$593M	Hold	6,213,200	–	–	0.29%	72
2024 Q4	$574M	Buy	+6,213,200	New	+$587M	0.27%	75

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Bank of Montreal's IEF Position: Q1 2026 in Review

Bank of Montreal reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 22% in Q1 2026, selling an estimated $120M and leaving 4,424,785 shares worth $422M. The position accounts for 0.16% of the portfolio, ranked #113.

Bank of Montreal first reported a position in IEF in Q2 2013 and has held it in 52 quarters since. The position peaked at $974M in Q3 2025. 1,116 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Bank of Montreal held 4,424,785 shares of iShares 7-10 Year Treasury Bond ETF worth $422M as of Q1 2026.
Bank of Montreal sold 1,248,592 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $120M.
iShares 7-10 Year Treasury Bond ETF made up 0.16% of Bank of Montreal's portfolio in Q1 2026, its #113 holding.
Bank of Montreal first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's iShares 7-10 Year Treasury Bond ETF position peaked at $974M in Q3 2025.
1,116 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.