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 Q2	$2.4M	Hold	25,400	–	–	﹤0.01%	1654
2026 Q1	$2.42M	Sell	25,400 -1,194,600	-98%	-$115M	﹤0.01%	1578
2025 Q4	$117M	Buy	1,220,000 +1,000,000	+455%	+$96.8M	0.04%	337
2025 Q3	$21.2M	Buy	220,000 +84,100	+62%	+$8.04M	0.01%	757
2025 Q2	$13M	Buy	+135,900	New	+$12.8M	0.01%	880

Other funds holding IEF

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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: Q2 2026 in Review

Bank of Montreal reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.8% in Q2 2026, selling an estimated $11.8M and leaving 4,300,120 shares worth $407M. The position accounts for 0.13% of the portfolio, ranked #132.

Bank of Montreal first reported a position in IEF in Q2 2013 and has held it in 53 quarters since. The position peaked at $974M in Q3 2025. 1,142 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Bank of Montreal held 4,300,120 shares of iShares 7-10 Year Treasury Bond ETF worth $407M as of Q2 2026.
Bank of Montreal sold 124,665 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $11.8M.
iShares 7-10 Year Treasury Bond ETF made up 0.13% of Bank of Montreal's portfolio in Q2 2026, its #132 holding.
Bank of Montreal first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's iShares 7-10 Year Treasury Bond ETF position peaked at $974M in Q3 2025.
1,142 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.