Bank of Montreal’s iShares Interest Rate Hedged Long-Term Corporate Bond ETF IGBH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.11K	Hold	294	–	–	﹤0.01%	3599
2025 Q4	$7.24K	Hold	294	–	–	﹤0.01%	3452
2025 Q3	$7.24K	Hold	294	–	–	﹤0.01%	3384
2025 Q2	$7.09K	Hold	294	–	–	﹤0.01%	3378
2025 Q1	$7.06K	Hold	294	–	–	﹤0.01%	3332
2024 Q4	$7.15K	Hold	294	–	–	﹤0.01%	3368
2024 Q3	$7.13K	Hold	294	–	–	﹤0.01%	3682
2024 Q2	$7.15K	Hold	294	–	–	﹤0.01%	3684
2024 Q1	$7.24K	Hold	294	–	–	﹤0.01%	3712
2023 Q4	$7.17K	Hold	294	–	–	﹤0.01%	3831
2023 Q3	$7.05K	Hold	294	–	–	﹤0.01%	3648
2023 Q2	$6.99K	Hold	294	–	–	﹤0.01%	3829
2023 Q1	$6.98K	Hold	294	–	–	﹤0.01%	3647
2022 Q4	$6.94K	Hold	294	–	–	﹤0.01%	3805
2022 Q3	$7	Hold	294	–	–	﹤0.01%	3900
2022 Q2	$7	Hold	294	–	–	﹤0.01%	3899
2022 Q1	$7K	Hold	294	–	–	﹤0.01%	4025
2021 Q4	$7K	Hold	294	–	–	﹤0.01%	3412
2021 Q3	$7K	Hold	294	–	–	﹤0.01%	3731
2021 Q2	$7K	Hold	294	–	–	﹤0.01%	3574
2021 Q1	$8K	Hold	294	–	–	﹤0.01%	4457
2020 Q4	$7K	Buy	+294	New	+$7.1K	﹤0.01%	4718

Other funds holding IGBH

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

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

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

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

Bank of Montreal held its iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) position steady in Q1 2026 at 294 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #3599.

Bank of Montreal first reported a position in IGBH in Q4 2020 and has held it in 22 quarters since. The position peaked at $8K in Q1 2021. 48 funds tracked by Wall St. Rank hold IGBH as of Q1 2026.

Bank of Montreal held 294 shares of iShares Interest Rate Hedged Long-Term Corporate Bond ETF worth $7.11K as of Q1 2026.
Bank of Montreal left its iShares Interest Rate Hedged Long-Term Corporate Bond ETF share count unchanged in Q1 2026.
iShares Interest Rate Hedged Long-Term Corporate Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3599 holding.
Bank of Montreal first reported a position in iShares Interest Rate Hedged Long-Term Corporate Bond ETF in Q4 2020 and has held it in 22 quarters since.
Bank of Montreal's iShares Interest Rate Hedged Long-Term Corporate Bond ETF position peaked at $8K in Q1 2021.
48 funds tracked by Wall St. Rank held iShares Interest Rate Hedged Long-Term Corporate Bond ETF as of Q1 2026.

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