Bank of Montreal’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$16.9M Buy
144,267
+12,183
+9% +$1.43M 0.01% 987
2026
Q1
$15.7M Buy
132,084
+6,605
+5% +$788K 0.01% 934
2025
Q4
$15M Buy
125,479
+11,141
+10% +$1.33M 0.01% 960
2025
Q3
$13.7M Buy
114,338
+7,646
+7% +$909K 0.01% 924
2025
Q2
$12.7M Sell
106,692
-18,248
-15% -$2.15M 0.01% 886
2025
Q1
$14.8M Buy
124,940
+1,642
+1% +$191K 0.01% 806
2024
Q4
$14.2M Buy
123,298
+24,252
+24% +$2.83M 0.01% 863
2024
Q3
$11.9M Buy
99,046
+9,480
+11% +$1.12M 0.01% 972
2024
Q2
$10.4M Sell
89,566
-67
-0.1% -$7.68K ﹤0.01% 990
2024
Q1
$10.4M Sell
89,633
-4,937
-5% -$573K ﹤0.01% 961
2023
Q4
$11.1M Sell
94,570
-284,939
-75% -$32.5M ﹤0.01% 994
2023
Q3
$43.3M Sell
379,509
-9,822
-3% -$1.12M 0.02% 460
2023
Q2
$45.1M Buy
389,331
+294,064
+309% +$34.4M 0.02% 448
2023
Q1
$11.2M Buy
95,267
+1,442
+2% +$168K ﹤0.01% 901
2022
Q4
$10.9M Buy
93,825
+30,032
+47% +$3.44M ﹤0.01% 953
2022
Q3
$7.42K Buy
63,793
+17,544
+38% +$2.08M ﹤0.01% 1134
2022
Q2
$5.47K Sell
46,249
-5,678
-11% -$679K ﹤0.01% 1372
2022
Q1
$6.49M Sell
51,927
-10,397
-17% -$1.3M ﹤0.01% 1358
2021
Q4
$8.04M Sell
62,324
-6,831
-10% -$882K ﹤0.01% 1036
2021
Q3
$8.99M Sell
69,155
-16,243
-19% -$2.13M ﹤0.01% 1352
2021
Q2
$11.1M Buy
85,398
+64,299
+305% +$8.39M 0.01% 1212
2021
Q1
$2.75M Sell
21,099
-18,827
-47% -$2.48M ﹤0.01% 1628
2020
Q4
$5.28M Sell
39,926
-1,020
-2% -$136K ﹤0.01% 1347
2020
Q3
$5.46M Buy
40,946
+5,858
+17% +$783K ﹤0.01% 1151
2020
Q2
$4.69M Buy
35,088
+4,445
+15% +$592K ﹤0.01% 1195
2020
Q1
$4.08M Buy
30,643
+5,088
+20% +$656K ﹤0.01% 1075
2019
Q4
$3.21M Buy
25,555
+14,264
+126% +$1.8M ﹤0.01% 1612
2019
Q3
$1.43M Sell
11,291
-17,921
-61% -$2.26M ﹤0.01% 1893
2019
Q2
$3.67M Sell
29,212
-2,516
-8% -$311K ﹤0.01% 1361
2019
Q1
$3.91M Sell
31,728
-29,603
-48% -$3.6M ﹤0.01% 1308
2018
Q4
$7.45M Buy
61,331
+4,134
+7% +$493K 0.01% 897
2018
Q3
$6.81M Buy
57,197
+7,852
+16% +$939K 0.01% 1049
2018
Q2
$5.92M Buy
49,345
+1,052
+2% +$126K ﹤0.01% 1090
2018
Q1
$5.83M Sell
48,293
-22,852
-32% -$2.76M 0.01% 1088
2017
Q4
$8.69M Buy
71,145
+18,362
+35% +$2.26M 0.01% 917
2017
Q3
$6.52M Buy
52,783
+2,350
+5% +$291K 0.01% 1045
2017
Q2
$6.23M Buy
50,433
+12,621
+33% +$1.56M 0.01% 1069
2017
Q1
$4.65M Sell
37,812
-1,577
-4% -$193K ﹤0.01% 1104
2016
Q4
$4.83M Sell
39,389
-6,904
-15% -$856K 0.01% 1111
2016
Q3
$5.86M Sell
46,293
-1,338
-3% -$169K 0.01% 1037
2016
Q2
$6.07M Sell
47,631
-12,965
-21% -$1.63M 0.01% 1026
2016
Q1
$7.63M Sell
60,596
-18,799
-24% -$2.35M 0.01% 847
2015
Q4
$9.73M Buy
79,395
+55,969
+239% +$6.91M 0.01% 733
2015
Q3
$2.92M Sell
23,426
-34,344
-59% -$4.24M ﹤0.01% 1147
2015
Q2
$7.1M Buy
57,770
+47,496
+462% +$5.86M 0.01% 955
2015
Q1
$1.28M Buy
10,274
+4,915
+92% +$607K ﹤0.01% 1539
2014
Q4
$656K Sell
5,359
-4,100
-43% -$502K ﹤0.01% 1926
2014
Q3
$1.15M Buy
9,459
+257
+3% +$31.2K ﹤0.01% 1706
2014
Q2
$1.12M Sell
9,202
-2,014
-18% -$244K ﹤0.01% 1697
2014
Q1
$1.35M Buy
11,216
+8,406
+299% +$1.02M ﹤0.01% 1525
2013
Q4
$337K Buy
2,810
+1,465
+109% +$178K ﹤0.01% 2000
2013
Q3
$163K Buy
1,345
+447
+50% +$53.8K ﹤0.01% 2325
2013
Q2
$108K Buy
+898
New +$110K ﹤0.01% 2412

Other funds holding IEI

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

Bank of Montreal increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 9.2% in Q2 2026, buying an estimated $1.43M and bringing the position to 144,267 shares worth $16.9M. The position accounts for 0.01% of the portfolio, ranked #987.

Bank of Montreal first reported a position in IEI in Q2 2013 and has held it in 53 quarters since. The position peaked at $45.1M in Q2 2023. 763 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Bank of Montreal held 144,267 shares of iShares 3-7 Year Treasury Bond ETF worth $16.9M as of Q2 2026.
  • Bank of Montreal bought 12,183 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.43M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #987 holding.
  • Bank of Montreal first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's iShares 3-7 Year Treasury Bond ETF position peaked at $45.1M in Q2 2023.
  • 763 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

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