Bank of Montreal
IGEB icon

Bank of Montreal’s iShares Investment Grade Systematic Bond ETF IGEB Stock Holding History

Bank of Montreal’s Portfolio IGEB Stock Details IGEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-911
Closed -$42K – 3713
2025
Q3 		$42K Buy
+911
New +$41.5K ﹤0.01% 3157

Other funds holding IGEB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of Montreal's IGEB Position: Q4 2025 in Review

Bank of Montreal sold out of iShares Investment Grade Systematic Bond ETF (IGEB) in Q4 2025, closing a stake of 911 shares — an estimated $42K sold.

Bank of Montreal first reported a position in IGEB in Q3 2025 and held it in 1 quarter. The position peaked at $42K in Q3 2025. 191 funds tracked by Wall St. Rank hold IGEB as of Q4 2025.

  • Bank of Montreal reported no remaining iShares Investment Grade Systematic Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Bank of Montreal sold 911 iShares Investment Grade Systematic Bond ETF shares in Q4 2025, an estimated $42K.
  • Bank of Montreal first reported a position in iShares Investment Grade Systematic Bond ETF in Q3 2025 and held it in 1 quarter.
  • Bank of Montreal's iShares Investment Grade Systematic Bond ETF position peaked at $42K in Q3 2025.
  • 191 funds tracked by Wall St. Rank held iShares Investment Grade Systematic Bond ETF as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.